PHOENIX HOLDINGS LTD.

GIVATAYIM, L3 How do I update this listing?

Phoenix Holdings Ltd. is based out of Givatayim. Their last reported 13F filing for Q1 2020 included $1,973,895,000 in managed 13F securities and a top 10 holdings concentration of 22.0%. Phoenix Holdings Ltd.'s largest holding is Teva Pharmaceutical Industries Ltd, ADR with shares held of 11,329,369. Whalewisdom has at least 3 13F filings, and 99 13G filings

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03/31/2020

13F Activity

  • Market Value $1.974 Billion
  • Prior Market Value $2.392 Billion
  • New Purchases137 stocks
  • Additional Purchases100 stocks
  • Sold out of31 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 22.00 %
  • Turnover % [1]:55.63%
  • Turnover Alt % [2]: 37.24 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:1.03 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 34.87%
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
Name
Excellence Investments Ltd.
KSM Mutual Funds Ltd.

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