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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
SAPSap Se
Recent Activity
Exited
0%
$604,585
3,015 shares@ $200.53 avg price
ICEIntercontinental Exchange In
Recent Activity
Exited
0%
$549,266
4,000 shares@ $137.32 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Exited
0%
$548,462
3,614 shares@ $151.77 avg price
URIUnited Rentals Inc
Recent Activity
Exited
0%
$532,873
856 shares@ $622.52 avg price
EOGEog Res Inc
Recent Activity
Exited
0%
$516,386
4,135 shares@ $124.89 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$510,567
584 shares@ $874.26 avg price
BMYBristol-myers Squibb Co
Recent Activity
Exited
0%
$487,056
11,740 shares@ $41.49 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$460,609
1,470 shares@ $313.34 avg price
CMECme Group Inc
Recent Activity
Exited
0%
$332,030
1,700 shares@ $195.32 avg price
ZTSZoetis Inc
Recent Activity
Exited
0%
$288,542
1,637 shares@ $176.27 avg price