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 Q4 2019 included $2,956,674,000 in managed 13F securities and a top 10 holdings concentration of 37.37%. Psagot Investment House Ltd.'s largest holding is SPDR S&P Financial ETF with shares held of 6,150,160. Psagot Investment House Ltd. has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 29 13F filings, and 165 13G filings

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80

S&P 500
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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $2.957 Billion
  • Prior Market Value $2.439 Billion
  • New Purchases72 stocks
  • Additional Purchases80 stocks
  • Sold out of33 stocks
  • Reduced holdings in132 stocks
  • Top 10 Holdings % 37.37 %
  • Turnover % [1]:24.08%
  • Turnover Alt % [2]: 18.44 %
  • Time Held Top20:10.55 quarters
  • Time Held Top10:9.20 quarters
  • Time Held All:11.19 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: 7.86%
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
Psagot Mutual Funds Ltd.
Psagot Provident Funds Pension Ltd.
Psagot Securities Ltd.

Active Schedule 13D and 13G events

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WhaleScore history for PSAGOT INVESTMENT HOUSE LTD.

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