Psagot Value Holdings’s Wellcare Health Plans, Inc. WCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,084	Closed	-$2.34M	–	452
2019 Q4	$2.34M	Sell	7,084 -2,487	-26%	-$747K	0.08%	137
2019 Q3	$2.48M	Buy	9,571 +10	+0.1%	+$2.76K	0.1%	115
2019 Q2	$2.73M	Sell	9,561 -261	-3%	-$72K	0.11%	115
2019 Q1	$2.65M	Sell	9,822 -4,514	-31%	-$1.17M	0.11%	113
2018 Q4	$3.38M	Buy	14,336 +36	+0.3%	+$9.65K	0.16%	100
2018 Q3	$4.58M	Buy	14,300 +300	+2%	+$85.1K	0.2%	78
2018 Q2	$3.45M	Hold	14,000	–	–	0.16%	81
2018 Q1	$2.71M	Hold	14,000	–	–	0.12%	98
2017 Q4	$2.82M	Hold	14,000	–	–	0.12%	93
2017 Q3	$2.4M	Sell	14,000 -2,000	-13%	-$351K	0.1%	111
2017 Q2	$2.87M	Hold	16,000	–	–	0.12%	88
2017 Q1	$2.24M	Buy	16,000 +2,700	+20%	+$384K	0.09%	105
2016 Q4	$1.82M	Hold	13,300	–	–	0.08%	117
2016 Q3	$1.56M	Hold	13,300	–	–	0.07%	123
2016 Q2	$1.43M	Hold	13,300	–	–	0.06%	120
2016 Q1	$1.23M	Sell	13,300 -3,900	-23%	-$323K	0.05%	155
2015 Q4	$1.34M	Hold	17,200	–	–	0.05%	142
2015 Q3	$1.48M	Hold	17,200	–	–	0.05%	146
2015 Q2	$1.46M	Hold	17,200	–	–	0.05%	155
2015 Q1	$1.57M	Hold	17,200	–	–	0.05%	145
2014 Q4	$1.41M	Hold	17,200	–	–	0.05%	138
2014 Q3	$1.04M	Sell	17,200 -300	-2%	-$19.9K	0.03%	144
2014 Q2	$1.31M	Sell	17,500 -500	-3%	-$35.7K	0.04%	134
2014 Q1	$1.14M	Buy	18,000 +4,000	+29%	+$259K	0.04%	141
2013 Q4	$986K	Buy	+14,000	New	+$977K	0.03%	156

Other funds holding WCG

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $23.2M AUM 88.58% 1-Year Est. Return

Psagot Value Holdings's WCG Position: Q1 2020 in Review

Psagot Value Holdings sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 7,084 shares — an estimated $2.34M sold.

Psagot Value Holdings first reported a position in WCG in Q4 2013 and held it in 25 quarters. The position peaked at $4.58M in Q3 2018. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Psagot Value Holdings reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Psagot Value Holdings sold 7,084 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $2.34M.
Psagot Value Holdings first reported a position in Wellcare Health Plans, Inc. in Q4 2013 and held it in 25 quarters.
Psagot Value Holdings's Wellcare Health Plans, Inc. position peaked at $4.58M in Q3 2018.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.