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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
SHOPShopify Inc
Recent Activity
New Position
0.01%
$594,475
7,402 shares@ $80.32 avg price
MCHIIshares Tr
Recent Activity
New Position
0.01%
$544,737
10,700 shares@ $50.91 avg price
ELVElevance Health Inc
Recent Activity
New Position
0.01%
$524,248
1,006 shares@ $521.13 avg price
FNVFranco Nev Corp
Recent Activity
New Position
0.01%
$495,083
3,976 shares@ $124.52 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
New Position
0.01%
$420,784
5,212 shares@ $80.74 avg price
ASTLAlgoma Stl Group Inc
Recent Activity
New Position
0.01%
$365,354
35,714 shares@ $10.23 avg price
ULUnilever Plc
Recent Activity
New Position
0.01%
$318,470
4,892 shares@ $65.11 avg price
LBLandbridge Company Llc
Recent Activity
New Position
0.01%
$309,400
7,909 shares@ $39.12 avg price
MAAMid-amer Apt Cmntys Inc
Recent Activity
New Position
0.01%
$298,790
1,877 shares@ $159.19 avg price
GSKGsk Plc
Recent Activity
New Position
0.01%
$293,332
7,160 shares@ $40.97 avg price