Psagot Value Holdings’s Itron ITRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-105	Closed	-$8K	–	319
2023 Q4	$8K	Sell	105 -3	-3%	-$195	﹤0.01%	364
2023 Q3	$6K	Buy	+108	New	+$7.41K	﹤0.01%	370
2019 Q2	–	Sell	-554	Closed	-$26K	–	426
2019 Q1	$26K	Buy	554 +73	+15%	+$3.87K	﹤0.01%	382
2018 Q4	$23K	Buy	481 +109	+29%	+$5.76K	﹤0.01%	371
2018 Q3	$24K	Buy	+372	New	+$23.5K	﹤0.01%	320
2014 Q4	–	Sell	-1,834	Closed	-$73K	–	371
2014 Q3	$73K	Sell	1,834 -280	-13%	-$11.2K	﹤0.01%	278
2014 Q2	$85K	Sell	2,114 -200	-9%	-$7.61K	﹤0.01%	285
2014 Q1	$82K	Buy	2,314 +1,169	+102%	+$44.3K	﹤0.01%	337
2013 Q4	$47K	Sell	1,145 -685	-37%	-$29.1K	﹤0.01%	364
2013 Q3	$78K	Buy	+1,830	New	+$74.9K	﹤0.01%	351

Other funds holding ITRI

BlackRock New York $5.7T 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return