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	0.15%	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	0.63%	55
2022 Q1	$50.7M	Buy	889,039 +886,980	+43,078%	+$90.5M	0.88%	40
2021 Q4	$329K	Buy	+2,059	New	+$258K	0.01%	320

Other funds holding REE

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Sonic GP LLC Honolulu, Hawaii $45.4M AUM 5.08% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return

Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return