Psagot Value Holdings’s Curtiss-Wright CW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-318	Closed	-$70K	–	237
2023 Q4	$70K	Buy	318 +280	+737%	+$58.6K	0.03%	228
2023 Q3	$8K	Sell	38 -2	-5%	-$396	﹤0.01%	332
2023 Q2	$7K	Buy	40 +8	+25%	+$1.36K	﹤0.01%	358
2023 Q1	$6K	Buy	+32	New	+$5.42K	﹤0.01%	317

Other funds holding CW

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Psagot Value Holdings's CW Position: Q1 2024 in Review

Psagot Value Holdings sold out of Curtiss-Wright (CW) in Q1 2024, closing a stake of 318 shares — an estimated $70K sold.

Psagot Value Holdings first reported a position in CW in Q1 2023 and held it in 4 quarters. The position peaked at $70K in Q4 2023. 500 funds tracked by Wall St. Rank hold CW as of Q1 2024.

Psagot Value Holdings reported no remaining Curtiss-Wright position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 318 Curtiss-Wright shares in Q1 2024, an estimated $70K.
Psagot Value Holdings first reported a position in Curtiss-Wright in Q1 2023 and held it in 4 quarters.
Psagot Value Holdings's Curtiss-Wright position peaked at $70K in Q4 2023.
500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.