Psagot Value Holdings’s CTO Realty Growth CTO Stock Holding History

Psagot Value Holdings’s Portfolio CTO Stock Details CTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28	Closed	–	–	558
2023 Q1	$0	Buy	+28	New	+$507	﹤0.01%	510

Other funds holding CTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Psagot Value Holdings's CTO Position: Q2 2023 in Review

Psagot Value Holdings sold out of CTO Realty Growth (CTO) in Q2 2023, closing a stake of 28 shares.

Psagot Value Holdings first reported a position in CTO in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 131 funds tracked by Wall St. Rank hold CTO as of Q2 2023.

Psagot Value Holdings reported no remaining CTO Realty Growth position as of Q2 2023 after selling out during the quarter.
Psagot Value Holdings sold 28 CTO Realty Growth shares in Q2 2023.
Psagot Value Holdings first reported a position in CTO Realty Growth in Q1 2023 and held it in 1 quarter.
Psagot Value Holdings's CTO Realty Growth position peaked at $0 in Q1 2023.
131 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.