PF
REE

Phoenix Financial’s REE Automotive REE Stock Holding History

Phoenix Financial’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-620,420
Closed -$7.07M – 357
2023
Q2 		$7.07M Sell
620,420
-19,426
-3% -$207K 0.14% 75
2023
Q1 		$6.25M Hold
639,846
– – 0.14% 73
2022
Q4 		$7.46M Sell
639,846
-1,385
-0.2% -$22.9K 0.14% 73
2022
Q3 		$11.9M Sell
641,231
-226,211
-26% -$7.78M 0.26% 62
2022
Q2 		$30.2M Sell
867,442
-21,597
-2% -$1.11M 0.62% 55
2022
Q1 		$50.7M Buy
889,039
+886,980
+43,078% +$90.5M 0.85% 40
2021
Q4 		$329K Buy
+2,059
New +$258K 0.01% 320

Other funds holding REE

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
SGL
Sonic GP LLC Honolulu, Hawaii $45.4M AUM 5.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

Phoenix Financial's REE Position: Q3 2023 in Review

Phoenix Financial sold out of REE Automotive (REE) in Q3 2023, closing a stake of 620,420 shares — an estimated $7.07M sold.

Phoenix Financial first reported a position in REE in Q4 2021 and held it in 7 quarters. The position peaked at $50.7M in Q1 2022. 41 funds tracked by Wall St. Rank hold REE as of Q3 2023.

  • Phoenix Financial reported no remaining REE Automotive position as of Q3 2023 after selling out during the quarter.
  • Phoenix Financial sold 620,420 REE Automotive shares in Q3 2023, an estimated $7.07M.
  • Phoenix Financial first reported a position in REE Automotive in Q4 2021 and held it in 7 quarters.
  • Phoenix Financial's REE Automotive position peaked at $50.7M in Q1 2022.
  • 41 funds tracked by Wall St. Rank held REE Automotive as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.