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Phoenix Holdings Ltd. is based out of Givatayim. Their last reported 13F filing for Q4 2019 included $2,392,338,000 in managed 13F securities and a top 10 holdings concentration of 20.28%. Phoenix Holdings Ltd.'s largest holding is Tower Semiconductor Ltd with shares held of 2,835,623. Whalewisdom has at least 2 13F filings, and 91 13G filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $2.392 Billion
  • Prior Market Value $2.11 Billion
  • New Purchases38 stocks
  • Additional Purchases45 stocks
  • Sold out of32 stocks
  • Reduced holdings in80 stocks
  • Top 10 Holdings % 20.28 %
  • Turnover % [1]:35.71%
  • Turnover Alt % [2]: 15.32 %
  • Time Held Top20:0.65 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.81 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.42%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F
Excellence Investments Ltd.

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