$312 Million is the total value of Analyst IMS Investment Management Services Ltd.'s 121 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,061,000 | -23.1% | 4,840 | 0.0% | 0.34% | -9.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $1,004,000 | -16.6% | 20,326 | 0.0% | 0.32% | -1.5% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $859,000 | -21.6% | 20,370 | 0.0% | 0.28% | -7.1% | |
| IWM | ISHARES TRrussell 2000 etf | $783,000 | -31.0% | 6,845 | 0.0% | 0.25% | -18.5% | |
| IXJ | ISHARES TRglob hlthcre etf | $568,000 | -11.4% | 9,324 | 0.0% | 0.18% | +4.6% | |
| NICE | NICE LTDsponsored adr | $517,000 | -7.5% | 3,600 | 0.0% | 0.17% | +9.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $272,000 | -20.0% | 1 | 0.0% | 0.09% | -5.4% | |
| DK | DELEK US HLDGS INC NEW | $206,000 | -53.1% | 13,090 | 0.0% | 0.07% | -44.5% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 36 | Q3 2023 | 36.0% |
| ISHARES TR | 36 | Q3 2023 | 10.3% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 36 | Q3 2023 | 1.9% |
| Cisco Systems Inc | 36 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.7% |
| SPDR DOW JONES INDL AVRG ETF | 36 | Q3 2023 | 5.2% |
| ISHARES TR | 36 | Q3 2023 | 2.4% |
| ORACLE CORP | 36 | Q3 2023 | 1.1% |
| ISHARES TR | 36 | Q3 2023 | 2.5% |
View Analyst IMS Investment Management Services Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-16 |
View Analyst IMS Investment Management Services Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.