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Eli Schwartz/Haggai Schreiber

@Phoenix Financial Ltd.

Latest period2024 - Q3ReportedManaged Assets$6.77BTotal holdings359
Assets growth rate3.07%Assets growth rate (2-Q avg)-3.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Phoenix Financial Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of Phoenix Financial Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.77B in assets, with a quarterly growth rate of 3.07% and a 2-quarter average growth rate of -3.09%. The portfolio is managed by Eli Schwartz/Haggai Schreiber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GEVGe Vernova Inc
Recent Activity
Exited
0%
$127.331M
741,865 shares@ $171.64 avg price
0000⤦F5 Inc
Recent Activity
Exited
0%
$46.683M
413,538 shares@ $112.89 avg price
MHKMohawk Inds Inc
Recent Activity
Exited
0%
$41.758M
367,622 shares@ $113.6 avg price
BMRNBiomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$30.163M
366,364 shares@ $82.34 avg price
IXGIshares Tr
Recent Activity
Exited
0%
$9.715M
114,193 shares@ $85.08 avg price
M219⤦Cellebrite Di Ltd
Recent Activity
Exited
0%
$8.168M
967,007 shares@ $8.45 avg price
FTVFortive Corp
Recent Activity
Exited
0%
$5.974M
80,627 shares@ $74.11 avg price
BABoeing Co
Recent Activity
Exited
0%
$5.021M
27,576 shares@ $182.07 avg price
SEDGSolaredge Technologies Inc
Recent Activity
Exited
0%
$4.234M
167,611 shares@ $25.27 avg price
KRNTKornit Digital Ltd
Recent Activity
Exited
0%
$3.637M
248,415 shares@ $14.65 avg price