Phoenix Financial’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.3M | Buy |
+283,500
| New | +$32.4M | 0.3% | 56 |
|
|
2025
Q4 | – | Sell |
-683,800
| Closed | -$82.6M | – | 490 |
|
|
2025
Q3 | $99M | Sell |
683,800
-495,800
| -42% | -$74.4M | 1.21% | 24 |
|
|
2025
Q2 | $210M | Sell |
1,179,600
-222,938
| -16% | -$35.9M | 2.77% | 8 |
|
|
2025
Q1 | $194M | Sell |
1,402,538
-46,859
| -3% | -$7.5M | 2.96% | 7 |
|
|
2024
Q4 | $254M | Sell |
1,449,397
-361,600
| -20% | -$64.5M | 3.46% | 5 |
|
|
2024
Q3 | $331M | Buy |
1,810,997
+304,701
| +20% | +$52.3M | 4.89% | 3 |
|
|
2024
Q2 | $305M | Buy |
1,506,296
+130,510
| +9% | +$26.9M | 4.65% | 3 |
|
|
2024
Q1 | $368M | Buy |
1,375,786
+79,767
| +6% | +$18.1M | 5.08% | 4 |
|
|
2023
Q4 | $305M | Buy |
1,296,019
+30,312
| +2% | +$5.45M | 5.04% | 3 |
|
|
2023
Q3 | $215M | Buy |
1,265,707
+834,819
| +194% | +$166M | 4.03% | 4 |
|
|
2023
Q2 | $89M | Buy |
430,888
+118,744
| +38% | +$24.5M | 1.87% | 17 |
|
|
2023
Q1 | $71.4M | Sell |
312,144
-49,371
| -14% | -$10.4M | 1.6% | 19 |
|
|
2022
Q4 | $69.5M | Buy |
361,515
+220,062
| +156% | +$42.4M | 1.35% | 23 |
|
|
2022
Q3 | $27.2M | Buy |
141,453
+59,658
| +73% | +$12.5M | 0.6% | 50 |
|
|
2022
Q2 | $15.8M | Buy |
81,795
+1,257
| +2% | +$254K | 0.33% | 71 |
|
|
2022
Q1 | $17.6M | Sell |
80,538
-2,687
| -3% | -$651K | 0.31% | 81 |
|
|
2021
Q4 | $25.3M | Sell |
83,225
-21,936
| -21% | -$6.33M | 0.43% | 68 |
|
|
2021
Q3 | $29.8M | Sell |
105,161
-23,583
| -18% | -$6.54M | 0.53% | 65 |
|
|
2021
Q2 | $31.8M | Buy |
128,744
+68,570
| +114% | +$15.8M | 0.62% | 62 |
|
|
2021
Q1 | $13.1M | Buy |
60,174
+22,280
| +59% | +$5.58M | 0.3% | 89 |
|
|
2020
Q4 | $10.7M | Sell |
37,894
-15,656
| -29% | -$3.81M | 0.29% | 101 |
|
|
2020
Q3 | $11.5M | Buy |
53,550
+71
| +0.1% | +$15.1K | 0.48% | 73 |
|
|
2020
Q2 | $9.6M | Sell |
53,479
-1,570
| -3% | -$275K | 0.41% | 75 |
|
|
2020
Q1 | $7.72M | Sell |
55,049
-5,535
| -9% | -$893K | 0.39% | 79 |
|
|
2019
Q4 | $9.34M | Sell |
60,584
-1,694
| -3% | -$259K | 0.39% | 86 |
|
|
2019
Q3 | $8.54M | Buy |
+62,278
| New | +$9.3M | 0.41% | 86 |
|
Other funds holding NICE
HL
BIP
CI
MMH
HIIFS
MIFH