MIFH
SRG

Migdal Insurance & Financial Holdings’s Seritage Growth Properties SRG Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,030
Closed -$15K – 731
2021
Q3 		$15K Sell
1,030
-19,061
-95% -$300K ﹤0.01% 577
2021
Q2 		$370K Buy
20,091
+1,251
+7% +$22.2K ﹤0.01% 279
2021
Q1 		$346K Buy
+18,840
New +$349K ﹤0.01% 344

Other funds holding SRG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SRG Position: Q4 2021 in Review

Migdal Insurance & Financial Holdings sold out of Seritage Growth Properties (SRG) in Q4 2021, closing a stake of 1,030 shares — an estimated $15K sold.

Migdal Insurance & Financial Holdings first reported a position in SRG in Q1 2021 and held it in 3 quarters. The position peaked at $370K in Q2 2021. 102 funds tracked by Wall St. Rank hold SRG as of Q4 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Seritage Growth Properties position as of Q4 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,030 Seritage Growth Properties shares in Q4 2021, an estimated $15K.
  • Migdal Insurance & Financial Holdings first reported a position in Seritage Growth Properties in Q1 2021 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Seritage Growth Properties position peaked at $370K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q4 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2021, filed 2 Feb 2022.