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Mivtachim The Workers Social Insurance Fund’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Mivtachim The Workers Social Insurance Fund’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-761,200
Closed -$18.8M – 38
2023
Q3 		$18.8M Buy
761,200
+35,500
+5% +$958K 1.61% 16
2023
Q2 		$20.9M Sell
725,700
-1,851,975
-72% -$49.1M 1.84% 15
2023
Q1 		$65.7M Hold
2,577,675
– – 4.09% 7
2022
Q4 		$53M Hold
2,577,675
– – 2.76% 13
2022
Q3 		$46.6M Buy
2,577,675
+1,551,764
+151% +$32.7M 3.47% 10
2022
Q2 		$20.8M Hold
1,025,911
– – 0.93% 23
2022
Q1 		$29.8M Buy
1,025,911
+345,000
+51% +$10.3M 1.07% 21
2021
Q4 		$24.5M Sell
680,911
-552,330
-45% -$20.4M 0.77% 27
2021
Q3 		$45.1M Sell
1,233,241
-652,700
-35% -$23.4M 1.51% 17
2021
Q2 		$65.9M Sell
1,885,941
-627,791
-25% -$21.5M 2.23% 13
2021
Q1 		$83.3M Hold
2,513,732
– – 3.08% 8
2020
Q4 		$83.3M Sell
2,513,732
-32,389
-1% -$991K 3.31% 8
2020
Q3 		$71M Hold
2,546,121
– – 2.95% 9
2020
Q2 		$60.8M Sell
2,546,121
-50,479
-2% -$1.08M 2.33% 9
2020
Q1 		$47.1M Buy
2,596,600
+791,500
+44% +$16.3M 1.94% 9
2019
Q4 		$39.5M Hold
1,805,100
– – 1.59% 10
2019
Q3 		$36.1M Hold
1,805,100
– – 1.46% 13
2019
Q2 		$37.5M Sell
1,805,100
-970,900
-35% -$19.8M 1.83% 9
2019
Q1 		$55.7M Buy
+2,776,000
New +$52.5M 3.16% 6

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's BOTZ Position: Q4 2023 in Review

Mivtachim The Workers Social Insurance Fund sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 761,200 shares — an estimated $18.8M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in BOTZ in Q1 2019 and held it in 19 quarters. The position peaked at $83.3M in Q1 2021. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

  • Mivtachim The Workers Social Insurance Fund reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
  • Mivtachim The Workers Social Insurance Fund sold 761,200 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $18.8M.
  • Mivtachim The Workers Social Insurance Fund first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and held it in 19 quarters.
  • Mivtachim The Workers Social Insurance Fund's Global X Robotics & Artificial Intelligence ETF position peaked at $83.3M in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q4 2023, filed 22 Jan 2024.