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ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD.

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TEL-AVIV L3
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Analyst IMS Investment Management Services Ltd. is based out of Tel-aviv. Their last reported 13F filing for Q4 2023 included $1,926,739,000 in managed 13F securities and a top 10 holdings concentration of 86.52%. Analyst IMS Investment Management Services Ltd.'s largest holding is SPDR S&P 500 ETF TRUST with shares held of 1,275,017. Whalewisdom has at least 38 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 31.45%
QQQ Invesco QQQ Trust, S 19.81%
VOO VANGUARD 500 INDEX F 16.25%
IVV iShares Core S&P 500 9.92%
AAXJ iShares MSCI All Cou 2.67%

2023-12-31

13F Activity

Market Value $1.93b, Prior: $1.60b
New Purchases 8 stocks
Added To 35 stocks
Sold out of 2 stocks
Reduced holdings in 18 stocks
Top 10 Holdings % 86.52%
Turnover %[1] 9.26%
Turnover Alt %[2] 0.29%
Time Held Top 20 18.35 quarters
Time Held Top 10 16.7 quarters
Time Held All 18.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance