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Harel Insurance Investments & Financial Services L Buys Health Care Select Sector SPDR, Real Estate Select Sector SPDR Fund (The), iShares U.S. Medical Devices ETF, Sells VANECK ETF TR, Vanguard FTSE Pacific ETF, iShares PHLX SOX Semiconductor Sector Inde

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Oct 25, 2021
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Investment company Harel Insurance Investments & Financial Services L (Current Portfolio) buys Health Care Select Sector SPDR, Real Estate Select Sector SPDR Fund (The), iShares U.S. Medical Devices ETF, Technology Select Sector SPDR ETF, S&P 500 ETF TRUST ETF, sells VANECK ETF TR, Vanguard FTSE Pacific ETF, iShares PHLX SOX Semiconductor Sector Index Fund, Union Pacific Corp, Lockheed Martin Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Harel Insurance Investments & Financial Services L. As of 2021Q3, Harel Insurance Investments & Financial Services L owns 675 stocks with a total value of $3.8 billion. These are the details of the buys and sells.

For the details of Harel Insurance Investments & Financial Services Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/harel+insurance+investments+%26+financial+services+ltd./current-portfolio/portfolio

These are the top 5 holdings of Harel Insurance Investments & Financial Services Ltd.
  1. Microsoft Corp (MSFT) - 818,940 shares, 6.01% of the total portfolio. Shares added by 0.82%
  2. SolarEdge Technologies Inc (SEDG) - 830,380 shares, 5.73% of the total portfolio. Shares added by 0.21%
  3. Morgan Stanley (MS) - 1,842,771 shares, 4.67% of the total portfolio. Shares reduced by 1.1%
  4. Health Care Select Sector SPDR (XLV) - 1,306,978 shares, 4.33% of the total portfolio. Shares added by 13006.48%
  5. ZIM Integrated Shipping Services Ltd (ZIM) - 3,080,845 shares, 4.08% of the total portfolio. Shares reduced by 4.68%
New Purchase: Macy's Inc (M)

Harel Insurance Investments & Financial Services L initiated holding in Macy's Inc. The purchase prices were between $16.11 and $25.11, with an estimated average price of $20. The stock is now traded at around $26.590000. The impact to a portfolio due to this purchase was 0.08%. The holding were 128,000 shares as of 2021-09-30.

New Purchase: Alliant Energy Corp (LNT)

Harel Insurance Investments & Financial Services L initiated holding in Alliant Energy Corp. The purchase prices were between $55.81 and $62.18, with an estimated average price of $59.1. The stock is now traded at around $57.380000. The impact to a portfolio due to this purchase was 0.07%. The holding were 45,055 shares as of 2021-09-30.

New Purchase: Atmos Energy Corp (ATO)

Harel Insurance Investments & Financial Services L initiated holding in Atmos Energy Corp. The purchase prices were between $86.69 and $101.47, with an estimated average price of $96.72. The stock is now traded at around $94.040000. The impact to a portfolio due to this purchase was 0.05%. The holding were 22,107 shares as of 2021-09-30.

New Purchase: Ameriprise Financial Inc (AMP)

Harel Insurance Investments & Financial Services L initiated holding in Ameriprise Financial Inc. The purchase prices were between $238.11 and $277.6, with an estimated average price of $261.59. The stock is now traded at around $298.200000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,773 shares as of 2021-09-30.

New Purchase: Outbrain Inc (OB)

Harel Insurance Investments & Financial Services L initiated holding in Outbrain Inc. The purchase prices were between $14.8 and $20.05, with an estimated average price of $17.62. The stock is now traded at around $16.510000. The impact to a portfolio due to this purchase was 0.04%. The holding were 106,236 shares as of 2021-09-30.

New Purchase: SVB Financial Group (SIVB)

Harel Insurance Investments & Financial Services L initiated holding in SVB Financial Group. The purchase prices were between $534.95 and $674.41, with an estimated average price of $579.52. The stock is now traded at around $753.120000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,500 shares as of 2021-09-30.

Added: Health Care Select Sector SPDR (XLV)

Harel Insurance Investments & Financial Services L added to a holding in Health Care Select Sector SPDR by 13006.48%. The purchase prices were between $126.62 and $136.37, with an estimated average price of $131.77. The stock is now traded at around $131.670000. The impact to a portfolio due to this purchase was 4.3%. The holding were 1,306,978 shares as of 2021-09-30.

Added: Real Estate Select Sector SPDR Fund (The) (XLRE)

Harel Insurance Investments & Financial Services L added to a holding in Real Estate Select Sector SPDR Fund (The) by 47220.13%. The purchase prices were between $44.26 and $48.46, with an estimated average price of $46.25. The stock is now traded at around $47.690000. The impact to a portfolio due to this purchase was 3.39%. The holding were 2,943,312 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Harel Insurance Investments & Financial Services L added to a holding in iShares U.S. Medical Devices ETF by 4035.02%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $65.170000. The impact to a portfolio due to this purchase was 1.33%. The holding were 833,538 shares as of 2021-09-30.

Added: Technology Select Sector SPDR ETF (XLK)

Harel Insurance Investments & Financial Services L added to a holding in Technology Select Sector SPDR ETF by 328.74%. The purchase prices were between $147.65 and $159.42, with an estimated average price of $154.06. The stock is now traded at around $158.410000. The impact to a portfolio due to this purchase was 0.29%. The holding were 96,913 shares as of 2021-09-30.

Added: S&P 500 ETF TRUST ETF (SPY)

Harel Insurance Investments & Financial Services L added to a holding in S&P 500 ETF TRUST ETF by 47.99%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $453.120000. The impact to a portfolio due to this purchase was 0.22%. The holding were 61,034 shares as of 2021-09-30.

Added: Nike Inc (NKE)

Harel Insurance Investments & Financial Services L added to a holding in Nike Inc by 292.57%. The purchase prices were between $145.23 and $173.85, with an estimated average price of $163. The stock is now traded at around $163.480000. The impact to a portfolio due to this purchase was 0.17%. The holding were 59,616 shares as of 2021-09-30.

Sold Out: VANECK ETF TR (SMH)

Harel Insurance Investments & Financial Services L sold out a holding in VANECK ETF TR. The sale prices were between $246.8 and $275.86, with an estimated average price of $263.43.

Sold Out: Vanguard FTSE Pacific ETF (VPL)

Harel Insurance Investments & Financial Services L sold out a holding in Vanguard FTSE Pacific ETF. The sale prices were between $79.58 and $85.29, with an estimated average price of $82.19.

Sold Out: Vanguard Information Technology ETF (VGT)

Harel Insurance Investments & Financial Services L sold out a holding in Vanguard Information Technology ETF. The sale prices were between $396.54 and $428.41, with an estimated average price of $413.77.

Sold Out: iShares Russell 2000 Value ETF (IWN)

Harel Insurance Investments & Financial Services L sold out a holding in iShares Russell 2000 Value ETF. The sale prices were between $152.26 and $166.63, with an estimated average price of $159.95.

Sold Out: First Trust NASDAQ Technology Dividend Index Fund (TDIV)

Harel Insurance Investments & Financial Services L sold out a holding in First Trust NASDAQ Technology Dividend Index Fund. The sale prices were between $55.84 and $59, with an estimated average price of $57.73.

Sold Out: Ally Financial Inc (ALLY)

Harel Insurance Investments & Financial Services L sold out a holding in Ally Financial Inc. The sale prices were between $47.98 and $54.49, with an estimated average price of $51.7.

Reduced: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Harel Insurance Investments & Financial Services L reduced to a holding in iShares PHLX SOX Semiconductor Sector Index Fund by 47.3%. The sale prices were between $425.28 and $475.44, with an estimated average price of $454.95. The stock is now traded at around $461.920000. The impact to a portfolio due to this sale was -1.05%. Harel Insurance Investments & Financial Services L still held 116,620 shares as of 2021-09-30.

Reduced: Union Pacific Corp (UNP)

Harel Insurance Investments & Financial Services L reduced to a holding in Union Pacific Corp by 98.73%. The sale prices were between $196.01 and $228.35, with an estimated average price of $216.07. The stock is now traded at around $237.590000. The impact to a portfolio due to this sale was -1.03%. Harel Insurance Investments & Financial Services L still held 2,609 shares as of 2021-09-30.

Reduced: Lockheed Martin Corp (LMT)

Harel Insurance Investments & Financial Services L reduced to a holding in Lockheed Martin Corp by 44.63%. The sale prices were between $336.05 and $383.48, with an estimated average price of $362.11. The stock is now traded at around $374.600000. The impact to a portfolio due to this sale was -0.79%. Harel Insurance Investments & Financial Services L still held 116,290 shares as of 2021-09-30.

Reduced: CSX Corp (CSX)

Harel Insurance Investments & Financial Services L reduced to a holding in CSX Corp by 37.42%. The sale prices were between $29.71 and $34.13, with an estimated average price of $32.03. The stock is now traded at around $35.420000. The impact to a portfolio due to this sale was -0.39%. Harel Insurance Investments & Financial Services L still held 891,480 shares as of 2021-09-30.

Reduced: Norfolk Southern Corp (NSC)

Harel Insurance Investments & Financial Services L reduced to a holding in Norfolk Southern Corp by 36.65%. The sale prices were between $239.24 and $273.35, with an estimated average price of $256.57. The stock is now traded at around $286.540000. The impact to a portfolio due to this sale was -0.39%. Harel Insurance Investments & Financial Services L still held 115,065 shares as of 2021-09-30.

Reduced: Northrop Grumman Corp (NOC)

Harel Insurance Investments & Financial Services L reduced to a holding in Northrop Grumman Corp by 20.3%. The sale prices were between $345.14 and $371.82, with an estimated average price of $361.61. The stock is now traded at around $406.210000. The impact to a portfolio due to this sale was -0.38%. Harel Insurance Investments & Financial Services L still held 185,420 shares as of 2021-09-30.



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