Itzik Shenidovski

@Analyst Ims Investment Management Services Ltd.

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$2.603B

Total holdings135

Assets growth rate6.89%

Assets growth rate (2-Q avg)6.49%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Analyst Ims Investment Management Services Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Analyst Ims Investment Management Services Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.603B in assets, with a quarterly growth rate of 6.89% and a 2-quarter average growth rate of 6.49%. The portfolio is managed by Itzik Shenidovski, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KOCoca Cola Co Recent Activity Increased 269.18%	0.06%	$1.545M 21,497 shares@ $71.88 avg price	Increased 269.18%
MRKMerck & Co Inc Recent Activity Increased 35.79%	0.05%	$1.249M 10,997 shares@ $113.58 avg price	Increased 35.79%
VGKVanguard Intl Equity Index F Recent Activity Increased 29.25%	0.05%	$1.137M 15,986 shares@ $71.13 avg price	Increased 29.25%
BACBank America Corp Recent Activity Increased 44.41%	0.05%	$1.133M 28,552 shares@ $39.69 avg price	Increased 44.41%
PYPLPaypal Hldgs Inc Recent Activity Increased 32.5%	0.05%	$1.089M 13,964 shares@ $77.99 avg price	Increased 32.5%
TSLATesla Inc Recent Activity Increased 84.47%	0.04%	$1.041M 3,977 shares@ $261.76 avg price	Increased 84.47%
ABBVAbbvie Inc Recent Activity Increased 67.56%	0.04%	$988,000 5,005 shares@ $197.41 avg price	Increased 67.56%
QQQMInvesco Exch Traded Fd Tr Ii Recent Activity Increased 270.77%	0.04%	$968,000 4,820 shares@ $200.83 avg price	Increased 270.77%
XOMExxon Mobil Corp Recent Activity Increased 55.22%	0.04%	$826,000 7,050 shares@ $117.17 avg price	Increased 55.22%
HDHome Depot Inc Recent Activity Increased 41.06%	0.04%	$792,000 1,955 shares@ $405.12 avg price	Increased 41.06%