MIFH
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Migdal Insurance & Financial Holdings’s Workiva WK Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed – – 491
2024
Q4 		$0 Sell
3
-16
-84% -$1.48K ﹤0.01% 497
2024
Q3 		$2K Sell
19
-123
-87% -$9.23K ﹤0.01% 394
2024
Q2 		$10K Buy
+142
New +$11.2K ﹤0.01% 410
2024
Q1 		– Sell
-196
Closed -$20K – 509
2023
Q4 		$20K Buy
196
+10
+5% +$964 ﹤0.01% 388
2023
Q3 		$19K Sell
186
-26
-12% -$2.7K ﹤0.01% 379
2023
Q2 		$21K Sell
212
-196
-48% -$18.8K ﹤0.01% 375
2023
Q1 		$41K Buy
408
+161
+65% +$14.6K ﹤0.01% 366
2022
Q4 		$21K Sell
247
-9
-4% -$697 ﹤0.01% 394
2022
Q3 		$20K Sell
256
-1
-0.4% -$68 ﹤0.01% 400
2022
Q2 		$17K Buy
257
+38
+17% +$3.16K ﹤0.01% 486
2022
Q1 		$25K Buy
219
+38
+21% +$4.2K ﹤0.01% 498
2021
Q4 		$24K Sell
181
-14
-7% -$1.97K ﹤0.01% 541
2021
Q3 		$27K Hold
195
– – ﹤0.01% 525
2021
Q2 		$22K Sell
195
-88
-31% -$8.54K ﹤0.01% 513
2021
Q1 		$25K Sell
283
-115
-29% -$11.4K ﹤0.01% 600
2020
Q4 		$36K Sell
398
-12,323
-97% -$865K ﹤0.01% 562
2020
Q3 		$709K Buy
12,721
+3,416
+37% +$190K 0.01% 327
2020
Q2 		$498K Buy
9,305
+5,085
+120% +$208K 0.01% 297
2020
Q1 		$136K Sell
4,220
-6,513
-61% -$271K ﹤0.01% 342
2019
Q4 		$451K Buy
10,733
+6,668
+164% +$281K 0.01% 306
2019
Q3 		$178K Buy
4,065
+1,462
+56% +$77K ﹤0.01% 490
2019
Q2 		$151K Buy
+2,603
New +$139K ﹤0.01% 515

Other funds holding WK

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of Workiva (WK) in Q1 2025, closing a stake of 3 shares.

Migdal Insurance & Financial Holdings first reported a position in WK in Q2 2019 and held it in 22 quarters. The position peaked at $709K in Q3 2020. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3 Workiva shares in Q1 2025.
  • Migdal Insurance & Financial Holdings first reported a position in Workiva in Q2 2019 and held it in 22 quarters.
  • Migdal Insurance & Financial Holdings's Workiva position peaked at $709K in Q3 2020.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

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