Migdal Insurance & Financial Holdings’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,550	Closed	-$65K	–	512
2023 Q3	$65K	Sell	1,550 -735	-32%	-$30.7K	﹤0.01%	310
2023 Q2	$95K	Sell	2,285 -1,375	-38%	-$56.8K	﹤0.01%	276
2023 Q1	$151K	Buy	3,660 +1,055	+40%	+$43.9K	﹤0.01%	283
2022 Q4	$106K	Buy	+2,605	New	+$107K	﹤0.01%	256
2022 Q3	–	Sell	-2,605	Closed	-$109K	–	605
2022 Q2	$109K	Sell	2,605 -820	-24%	-$35.6K	﹤0.01%	300
2022 Q1	$154K	Buy	+3,425	New	+$155K	﹤0.01%	296

Other funds holding SRLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SRLN Position: Q4 2023 in Review

Migdal Insurance & Financial Holdings sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2023, closing a stake of 1,550 shares — an estimated $65K sold.

Migdal Insurance & Financial Holdings first reported a position in SRLN in Q1 2022 and held it in 6 quarters. The position peaked at $154K in Q1 2022. 479 funds tracked by Wall St. Rank hold SRLN as of Q4 2023.

Migdal Insurance & Financial Holdings reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,550 State Street Blackstone Senior Loan ETF shares in Q4 2023, an estimated $65K.
Migdal Insurance & Financial Holdings first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's State Street Blackstone Senior Loan ETF position peaked at $154K in Q1 2022.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.