Veritable’s Similarweb SMWB Stock Holding History

Veritable’s Portfolio SMWB Stock Details SMWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-35,000	Closed	-$230K	–	676
2023 Q2	$230K	Hold	35,000	–	–	﹤0.01%	796
2023 Q1	$237K	Hold	35,000	–	–	﹤0.01%	774
2022 Q4	$225K	Buy	+35,000	New	+$200K	﹤0.01%	764

Other funds holding SMWB

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

ICP

ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

AFT

Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

OWP

Old Well Partners Charlotte, North Carolina $4.55M AUM 27.75% 1-Year Est. Return

Veritable's SMWB Position: Q3 2023 in Review

Veritable sold out of Similarweb (SMWB) in Q3 2023, closing a stake of 35,000 shares — an estimated $230K sold.

Veritable first reported a position in SMWB in Q4 2022 and held it in 3 quarters. The position peaked at $237K in Q1 2023. 51 funds tracked by Wall St. Rank hold SMWB as of Q3 2023.

Veritable reported no remaining Similarweb position as of Q3 2023 after selling out during the quarter.
Veritable sold 35,000 Similarweb shares in Q3 2023, an estimated $230K.
Veritable first reported a position in Similarweb in Q4 2022 and held it in 3 quarters.
Veritable's Similarweb position peaked at $237K in Q1 2023.
51 funds tracked by Wall St. Rank held Similarweb as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.