MIFH
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Migdal Insurance & Financial Holdings’s Valero Energy VLO Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-172
Closed -$22K – 564
2022
Q4 		$22K Buy
+172
New +$21.6K ﹤0.01% 390
2018
Q3 		– Sell
-285
Closed -$32K – 805
2018
Q2 		$32K Sell
285
-20
-7% -$2.24K ﹤0.01% 689
2018
Q1 		$28K Buy
+305
New +$28.5K ﹤0.01% 483
2016
Q1 		– Sell
-31,000
Closed -$2.19M – 129
2015
Q4 		$2.19M Buy
+31,000
New +$2.11M 0.06% 94

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VLO Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 172 shares — an estimated $22K sold.

Migdal Insurance & Financial Holdings first reported a position in VLO in Q4 2015 and held it in 4 quarters. The position peaked at $2.19M in Q4 2015. 1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

  • Migdal Insurance & Financial Holdings reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 172 Valero Energy shares in Q1 2023, an estimated $22K.
  • Migdal Insurance & Financial Holdings first reported a position in Valero Energy in Q4 2015 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Valero Energy position peaked at $2.19M in Q4 2015.
  • 1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.