PVH
SRC

Psagot Value Holdings’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Psagot Value Holdings’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,250
Closed -$278K – 560
2023
Q4 		$278K Hold
6,250
– – 0.12% 139
2023
Q3 		$208K Hold
6,250
– – 0.11% 145
2023
Q2 		$246K Hold
6,250
– – 0.12% 141
2023
Q1 		$241K Buy
6,250
+750
+14% +$31K 0.1% 151
2022
Q4 		$220K Hold
5,500
– – 0.06% 177
2022
Q3 		$199K Buy
+5,500
New +$228K 0.06% 176
2014
Q2 		– Sell
-2,771
Closed -$136K – 467
2014
Q1 		$136K Sell
2,771
-850
-23% -$40.6K ﹤0.01% 291
2013
Q4 		$160K Sell
3,621
-2,112
-37% -$93.2K 0.01% 284
2013
Q3 		$220K Buy
+5,733
New +$236K 0.01% 277

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return