PVH
IIIV icon

Psagot Value Holdings’s i3 Verticals IIIV Stock Holding History

Psagot Value Holdings’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,450
Closed -$238K – 368
2021
Q4 		$238K Hold
10,450
– – 0.05% 209
2021
Q3 		$253K Hold
10,450
– – 0.04% 236
2021
Q2 		$316K Buy
+10,450
New +$331K 0.01% 261

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Psagot Value Holdings's IIIV Position: Q1 2022 in Review

Psagot Value Holdings sold out of i3 Verticals (IIIV) in Q1 2022, closing a stake of 10,450 shares — an estimated $238K sold.

Psagot Value Holdings first reported a position in IIIV in Q2 2021 and held it in 3 quarters. The position peaked at $316K in Q2 2021. 119 funds tracked by Wall St. Rank hold IIIV as of Q1 2022.

  • Psagot Value Holdings reported no remaining i3 Verticals position as of Q1 2022 after selling out during the quarter.
  • Psagot Value Holdings sold 10,450 i3 Verticals shares in Q1 2022, an estimated $238K.
  • Psagot Value Holdings first reported a position in i3 Verticals in Q2 2021 and held it in 3 quarters.
  • Psagot Value Holdings's i3 Verticals position peaked at $316K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2022.

Based on Psagot Value Holdings's 13F filing for Q1 2022, filed 16 May 2022.