MEITAV INVESTMENT HOUSE LTD

Q4 2023 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
12/31/2023
Date filed
1/29/2024
Form type
13F-HR
Num holdings
336
Total value ($000)
$6,805,335
Net value change ($000)
+632,111 (10.2%)
New positions
25
Sold out positions
23
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/30/2023 Next filing: 5/1/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLI 102,150 110.3%
QQQ 85,698 40.1%
SMH 75,613 144.5%
IVV 58,351 39.0%
RSP 51,005 42.4%
EWJ 48,792 NEW
IWM 46,372 1203.2%
EPI 41,941 281.2%
SLB 36,528 3051.6%
IHI 35,355 27.2%
Top Reduces (Value $000, Stocks/ETFs)
EWZ -84,513 -82.6%
XLY -49,150 -53.9%
TMO -36,412 -99.3%
XLE -26,391 -49.4%
DOX -23,103 -90.2%
UNH -22,712 -99.0%
SEDG -22,489 -36.7%
QTEC -20,620 -18.5%
DE -20,219 -51.0%
KBA -16,037 -90.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type