Phoenix Holdings Ltd. Portfolio Holdings

Phoenix Holdings Ltd.

  • $6.66 Billion
  • Q3 2024

Phoenix Holdings Ltd. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.66 Billion distributed in 524 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $549M, Teva Pharmaceutical Industries LTD with a value of $407M, Nice Ltd. with a value of $315M, Microsoft Corp with a value of $269M, and Amazon Com Inc with a value of $269M.

Examining the 13F form we can see an increase of $419M in the current position value, from $6.25B to 6.66B.

Phoenix Holdings Ltd. is based out at Givatayim, L3

Below you can find more details about Phoenix Holdings Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $6.66 Billion
ETFs: $2.33 Billion
Technology: $1.84 Billion
Healthcare: $569 Million
Consumer Cyclical: $508 Million
Communication Services: $435 Million
Basic Materials: $364 Million
Financial Services: $241 Million
Industrials: $209 Million
Other: $172 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$111B
$1.58 Million 0.02% of portfolio
6,864
Q3 2024 Added 125.2%
$16.3M
$1.26 Million 0.02% of portfolio
1,126,736
Q2 2024 Reduced 4.58%
$20.1B
$1.53 Million 0.02% of portfolio
11,419
Q3 2024 New
$91.8B
$1.28 Million 0.02% of portfolio
1,655
Q3 2024 Added 16.39%
$117B
$1.43 Million 0.02% of portfolio
17,024
Q3 2024 New
$60.7B
$1.38 Million 0.02% of portfolio
8,874
Q3 2024 Added 43.24%
$177B
$1.23 Million 0.02% of portfolio
6,325
Q3 2024 Added 52.81%
$1.01B
$365,000 0.01% of portfolio
35,714
Q3 2024 New
$25.1B
$349,000 0.01% of portfolio
2,438
Q3 2024 Added 33.15%
$0
$873,000 0.01% of portfolio
33,927
Q2 2024 Reduced 65.05%
$130B
$593,000 0.01% of portfolio
7,402
Q3 2024 New
$193B
$823,000 0.01% of portfolio
2,105
Q3 2024 Added 91.19%
$21.2B
$521,000 0.01% of portfolio
3,862
Q3 2024 Added 1.5%
$16.7B
$467,000 0.01% of portfolio
4,785
Q3 2024 Reduced 4.07%
$7.23B
$452,000 0.01% of portfolio
12,020
Q1 2024 Reduced 45.86%
$22.9B
$449,000 0.01% of portfolio
3,073
Q3 2024 Reduced 10.95%
$2.12B
$381,000 0.01% of portfolio
8,094
Q3 2024 Added 367.86%
$42.2B
$443,000 0.01% of portfolio
6,807
Q3 2024 Added 10.18%
$32.7B
$410,000 0.01% of portfolio
4,740
Q3 2024 Added 23.79%
$55.6B
$871,000 0.01% of portfolio
1,566
Q3 2024 Added 10.67%
$168B
$987,000 0.01% of portfolio
7,915
Q3 2024 New
$171B
$527,000 0.01% of portfolio
4,358
Q3 2024 Added 8.65%
$7.44B
$384,000 0.01% of portfolio
10,869
Q3 2024 Reduced 12.5%
$39.8B
$678,000 0.01% of portfolio
4,569
Q3 2024 Added 3.37%
$8.7B
$382,000 0.01% of portfolio
4,262
Q3 2024 Reduced 7.57%
$2.18B
$365,000 0.01% of portfolio
35,000
Q1 2024 New
$27.5B
$524,000 0.01% of portfolio
26,360
Q3 2024 Added 114.31%
$191M
$740,000 0.01% of portfolio
336,785
Q4 2023 Reduced 77.64%
$157B
$801,000 0.01% of portfolio
844
Q3 2024 New
$0
$938,000 0.01% of portfolio
10,931
Q3 2024 Reduced 13.94%
$386M
$372,000 0.01% of portfolio
29,000
Q3 2024 Reduced 49.12%
$51.7B
$504,000 0.01% of portfolio
4,390
Q3 2024 Reduced 9.89%
$15.1B
$396,000 0.01% of portfolio
3,843
Q3 2024 Reduced 4.64%
$91.7B
$849,000 0.01% of portfolio
6,236
Q3 2024 Added 68.22%
$35.9B
$419,000 0.01% of portfolio
5,212
Q3 2024 New
$85.9B
$672,000 0.01% of portfolio
1,941
Q3 2024 New
$6.35B
$348,000 0.01% of portfolio
1,594
Q3 2024 Added 23.66%
$9.66B
$385,000 0.01% of portfolio
2,455
Q3 2024 Added 11.95%
$168B
$797,000 0.01% of portfolio
17,764
Q3 2024 Added 97.93%
$17.5B
$606,000 0.01% of portfolio
18,145
Q3 2024 Added 23.77%
$0
$410,000 0.01% of portfolio
3,431
Q3 2024 Reduced 13.23%
$70B
$680,000 0.01% of portfolio
2,485
Q3 2024 Added 0.28%
$0
$454,000 0.01% of portfolio
3,799
Q3 2024 Reduced 24.55%
$36.7B
$424,000 0.01% of portfolio
2,138
Q3 2024 Added 10.49%
$0
$544,000 0.01% of portfolio
10,700
Q3 2024 New
$0
$391,000 0.01% of portfolio
10,650
Q1 2024 New
$19.6B
$819,000 0.01% of portfolio
6,838
Q3 2024 Added 22.63%
$0
$342,000 0.01% of portfolio
6,736
Q3 2024 Added 9.94%
$0
$882,000 0.01% of portfolio
3,825
Q3 2024 Reduced 2.27%

Summary

  • Portfolio
  • No. of Stocks 524
  • Current Value $6.66 Billion
  • Prior Value $6.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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