MIFH
SRC

Migdal Insurance & Financial Holdings’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,057
Closed -$47K – 529
2023
Q4 		$47K Sell
1,057
-159
-13% -$6.13K ﹤0.01% 344
2023
Q3 		$40K Sell
1,216
-330
-21% -$12.7K ﹤0.01% 343
2023
Q2 		$61K Sell
1,546
-1,710
-53% -$66.3K ﹤0.01% 321
2023
Q1 		$126K Buy
3,256
+1,515
+87% +$62.7K ﹤0.01% 296
2022
Q4 		$69K Sell
1,741
-110
-6% -$4.29K ﹤0.01% 294
2022
Q3 		$66K Sell
1,851
-321
-15% -$13.3K ﹤0.01% 287
2022
Q2 		$82K Buy
2,172
+2,065
+1,930% +$86.9K ﹤0.01% 329
2022
Q1 		$5K Sell
107
-1,321
-93% -$61.5K ﹤0.01% 579
2021
Q4 		$69K Sell
1,428
-228
-14% -$10.9K ﹤0.01% 420
2021
Q3 		$76K Sell
1,656
-39,882
-96% -$1.98M ﹤0.01% 393
2021
Q2 		$1.99M Sell
41,538
-2,682
-6% -$126K 0.02% 184
2021
Q1 		$1.88M Buy
+44,220
New +$1.81M 0.02% 196

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SRC Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 1,057 shares — an estimated $47K sold.

Migdal Insurance & Financial Holdings first reported a position in SRC in Q1 2021 and held it in 12 quarters. The position peaked at $1.99M in Q2 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Migdal Insurance & Financial Holdings reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,057 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $47K.
  • Migdal Insurance & Financial Holdings first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2021 and held it in 12 quarters.
  • Migdal Insurance & Financial Holdings's SPIRIT REALTY CAPITAL, INC. position peaked at $1.99M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.