Psagot Value Holdings’s Eversource Energy ES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2	Closed	–	–	544
2023 Q2	$0	Sell	2 -5	-71%	-$372	﹤0.01%	568
2023 Q1	$1K	Buy	+7	New	+$553	﹤0.01%	460

Other funds holding ES

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Psagot Value Holdings's ES Position: Q3 2023 in Review

Psagot Value Holdings sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 2 shares.

Psagot Value Holdings first reported a position in ES in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

Psagot Value Holdings reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 2 Eversource Energy shares in Q3 2023.
Psagot Value Holdings first reported a position in Eversource Energy in Q1 2023 and held it in 2 quarters.
Psagot Value Holdings's Eversource Energy position peaked at $1K in Q1 2023.
803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.