SEC 13F Intelligence

Phoenix Financial Ltd. / AEIS

Phoenix Financial Ltd.’s Advanced Energy Inds Position

Does Phoenix Financial Ltd. own Advanced Energy Inds (AEIS)? Not currently — the last reported position was 248.7K shares worth $16M in Q2 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q2 2020
Shares
248.7K
% of Portfolio
+0.68%
Quarters Held
4
position exited

Position History AEIS

Reported value by quarter
Q3 ’19: $23MQ3 ’19Q4 ’19: $28MQ4 ’19Q1 ’20: $18MQ1 ’20Q2 ’20: $16MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2020248.7K$16M+0.68%
Q1 2020390.5K$18M+0.94%
Q4 2019390.0K$28M+1.15%
Q3 2019414.0K$23M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phoenix Financial Ltd.’s full portfolio or all institutional holders of AEIS.