MEITAV INVESTMENT HOUSE LTD

Q1 2024 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
3/31/2024
Date filed
5/1/2024
Form type
13F-HR
Num holdings
230
Total value ($000)
$5,103,672
Net value change ($000)
-1,701,663 (-25.0%)
New positions
23
Sold out positions
127
Turnover %
39.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/29/2024 Next filing: 7/29/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLF 79,556 36.7%
RSP 75,400 44.0%
SPY 71,603 25.9%
EPI 55,438 97.5%
CRM 54,252 3019.0%
NEE 47,365 NEW
AVGO 38,169 871.8%
NVDA 35,924 46.0%
XLB 35,454 471.3%
XME 33,175 2072.1%
Top Reduces (Value $000, Stocks/ETFs)
VOO -408,835 -100.0%
IVV -208,080 -100.0%
IHI -165,507 -100.0%
MSFT -140,993 -100.0%
QTEC -91,140 -100.0%
XLI -81,853 -42.0%
SMH -75,289 -58.8%
PANW -71,584 -100.0%
AAXJ -57,502 -100.0%
IAI -52,477 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type