PSAGOT INVESTMENT HOUSE LTD.

TEL AVIV, L3 How do I update this listing?

Psagot Investment House Ltd. is based out of Tel Aviv. Their last reported 13F filing for Q3 2019 included $2,439,241,000 in managed 13F securities and a top 10 holdings concentration of 35.13%. Psagot Investment House Ltd.'s largest holding is SPDR S&P 500 ETF Trust with shares held of 499,615. Whalewisdom has at least 28 13F filings, and 154 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $2.439 Billion
  • Prior Market Value $2.454 Billion
  • New Purchases33 stocks
  • Additional Purchases103 stocks
  • Sold out of40 stocks
  • Reduced holdings in113 stocks
  • Top 10 Holdings % 35.13 %
  • Turnover % [1]:18.39%
  • Turnover Alt % [2]: 12.50 %
  • Time Held Top20:10.45 quarters
  • Time Held Top10:9.10 quarters
  • Time Held All:11.74 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 2019-08-14

Performance for Q2 2019: -1.85%
Performance Last 4 Quarters: -4.22%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Psagot Mutual Funds Ltd.
Psagot Provident Funds Pension Ltd.
Psagot Securities Ltd.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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WhaleScore history for PSAGOT INVESTMENT HOUSE LTD.

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