$174 Million is the total value of Union Investments & Development Ltd.'s 49 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLBE | New | GLOBAL E ONLINE LTD | $7,184,067 | – | 222,900 | +100.0% | 4.14% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $402,475 | – | 10,000 | +100.0% | 0.23% | – |
| ORA | New | ORMAT TECHNOLOGIES INC | $245,833 | – | 2,900 | +100.0% | 0.14% | – |
| New | RISKIFIED LTD | $186,120 | – | 33,000 | +100.0% | 0.11% | – | |
| ABB | New | ABB LTDsponsored adr | $171,500 | – | 5,000 | +100.0% | 0.10% | – |
| ENIC | New | Enel SpAsponsored adr | $73,156 | – | 12,112 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 40.3% |
| INVESCO EXCH TRADED FD TR II | 8 | Q3 2023 | 35.5% |
| TABOOLA.COM LTD | 8 | Q3 2023 | 0.8% |
| Exxon Mobil Corp | 8 | Q3 2023 | 0.2% |
| Microsoft Corp | 8 | Q3 2023 | 0.2% |
| Alphabet Inc | 8 | Q3 2023 | 0.2% |
| Targa Resources Corp | 8 | Q3 2023 | 0.1% |
| BP PLC | 8 | Q3 2023 | 0.1% |
| VanEck Oil Services ETF | 8 | Q3 2023 | 0.1% |
| BHP Group Ltd | 8 | Q3 2023 | 0.1% |
View Union Investments & Development Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-05-30 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
View Union Investments & Development 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.