Migdal Insurance & Financial Holdings’s Roku ROKU Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-850	Closed	-$64K	–	474
2024 Q4	$64K	Hold	850	–	–	﹤0.01%	237
2024 Q3	$63K	Sell	850 -510	-38%	-$32.7K	﹤0.01%	248
2024 Q2	$81K	Buy	+1,360	New	+$79.7K	﹤0.01%	266
2024 Q1	–	Sell	-1,360	Closed	-$126K	–	457
2023 Q4	$126K	Hold	1,360	–	–	﹤0.01%	251
2023 Q3	$92K	Hold	1,360	–	–	﹤0.01%	273
2023 Q2	$88K	Sell	1,360 -1,360	-50%	-$82.6K	﹤0.01%	288
2023 Q1	$172K	Buy	2,720 +1,360	+100%	+$79.6K	﹤0.01%	274
2022 Q4	$54K	Hold	1,360	–	–	﹤0.01%	310
2022 Q3	$81K	Hold	1,360	–	–	﹤0.01%	270
2022 Q2	$116K	Hold	1,360	–	–	﹤0.01%	290
2022 Q1	$177K	Hold	1,360	–	–	﹤0.01%	283
2021 Q4	$312K	Hold	1,360	–	–	﹤0.01%	267
2021 Q3	$412K	Hold	1,360	–	–	﹤0.01%	255
2021 Q2	$609K	Hold	1,360	–	–	0.01%	255
2021 Q1	$424K	Buy	1,360 +782	+135%	+$307K	﹤0.01%	336
2020 Q4	$196K	Buy	578 +168	+41%	+$44.1K	﹤0.01%	318
2020 Q3	$77K	Buy	+410	New	+$64.8K	﹤0.01%	505

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ROKU Position: Q1 2025 in Review

Migdal Insurance & Financial Holdings sold out of Roku (ROKU) in Q1 2025, closing a stake of 850 shares — an estimated $64K sold.

Migdal Insurance & Financial Holdings first reported a position in ROKU in Q3 2020 and held it in 17 quarters. The position peaked at $609K in Q2 2021. 593 funds tracked by Wall St. Rank hold ROKU as of Q1 2025.

Migdal Insurance & Financial Holdings reported no remaining Roku position as of Q1 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 850 Roku shares in Q1 2025, an estimated $64K.
Migdal Insurance & Financial Holdings first reported a position in Roku in Q3 2020 and held it in 17 quarters.
Migdal Insurance & Financial Holdings's Roku position peaked at $609K in Q2 2021.
593 funds tracked by Wall St. Rank held Roku as of Q1 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.