Psagot Value Holdings’s Petrobras PBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,100	Closed	-$82K	–	417
2023 Q4	$82K	Hold	5,100	–	–	0.04%	204
2023 Q3	$76K	Hold	5,100	–	–	0.04%	219
2023 Q2	$73K	Sell	5,100 -47,800	-90%	-$582K	0.04%	227
2023 Q1	$552K	Buy	+52,900	New	+$575K	0.23%	90

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Psagot Value Holdings sold out of Petrobras (PBR) in Q1 2024, closing a stake of 5,100 shares — an estimated $82K sold.

Psagot Value Holdings first reported a position in PBR in Q1 2023 and held it in 4 quarters. The position peaked at $552K in Q1 2023. 499 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

Psagot Value Holdings reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 5,100 Petrobras shares in Q1 2024, an estimated $82K.
Psagot Value Holdings first reported a position in Petrobras in Q1 2023 and held it in 4 quarters.
Psagot Value Holdings's Petrobras position peaked at $552K in Q1 2023.
499 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

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