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Y.D. MORE INVESTMENTS LTD

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RAMAT GAN L3
13F Summary
Y.d. More Investments LTD is based out of Ramat Gan. Their last reported 13F filing for Q4 2023 included $520,461,405 in managed 13F securities and a top 10 holdings concentration of 40.75%. Y.d. More Investments LTD's largest holding is Prospect Capital Corp with shares held of 1,273,209. Whalewisdom has at least 5 13F filings, 2 13D filings, 12 13G filings, and 2 Form 4 filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
TSEM Tower Semiconductor 4.38%
SNY Sanofi SA 2.68%
AMGN Amgen, Inc. 2.44%
INMD Inmode Ltd 0.88%
PFE Pfizer, Inc. 0.82%

2023-12-31

13F Holdings Summary

Name $ Change
PSEC Prospect Capital Cor 6.12%
TSM Taiwan Semiconductor 5.15%
ITRN Ituran Location and 5.12%
PFE Pfizer, Inc. 4.68%
MSFT Microsoft Corp. 4.37%
The securities reported herein are beneficially owned by Y.D. More Investment Ltd. and by entities that are direct or indirect, wholly-owned or majority-owned, subsidiaries of Y.D. More Investment Ltd (the "Subsidiaries"), such as More Private Investment Fund Ltd., More Investment House Portfolio Management Ltd., More Mutual Funds Management (2013) Ltd. and More Provident Funds and Pension Ltd. The economic interest or beneficial ownership in a portion of the securities covered by this report is held for the benefit of investors or members in, among others, mutual funds, investment portfolios, investment funds and exchange traded funds (which are known in Israel as index-linked certificates), which are managed by the Subsidiaries. This Form 13F shall not be construed as an admission by Y.D. More Investment Ltd or by any of the Subsidiaries that it is the beneficial owner of any of such securities covered by this Form 13F, and each of Y.D. More Investment Ltd and the Subsidiaries disclaims beneficial ownership of any such securities. Per informal guidance received from the Division of Investment Management, section 13(f) securities that are dual listed on a U.S. stock exchange and the Tel Aviv Stock Exchange were included in this Form 13F only if they were purchased in the U.S.

2023-12-31

13F Activity

Market Value $0.52b, Prior: $0.52b
New Purchases 28 stocks
Added To 98 stocks
Sold out of 19 stocks
Reduced holdings in 101 stocks
Top 10 Holdings % 40.75%
Turnover %[1] 13.54%
Turnover Alt %[2] 7.41%
Time Held Top 20 2.4 quarters
Time Held Top 10 2.5 quarters
Time Held All 3.27 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