KMDA β€” KAMADA LTD

Ownership history in Phoenix Financial Ltd.  Β·  25 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in KAMADA LTD (KMDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.31% (2020 Q2)
πŸ“Š Avg. % of fund
0.19%
πŸ“… First filed
2019 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

Phoenix Financial Ltd. Γ— KMDA AI Analytics

πŸ“‰ Phoenix Financial Ltd. underperformed the S&P 500 by –6.9% annually on this KMDA position. Timing score: 42% (5/12 decisions correct). Average cost basis: $5.08. Maximum drawdown during holding period: –52.1%.

πŸ“ˆ Position Alpha vs SPY
-6.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.9% ann.
24 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct

πŸ’° Entry Quality
$5.08
+34.8% vs current ($6.85)

Best entry: $3.78 (2022 Q4)  Β·  Worst: $6.21 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–52.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

7 adds Β· 5 trims. Bought during 4 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.13% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KMDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,654,952 β€” 0% 0.13% $11.7M $6.85
2025 Q2 UNCHANGED 1,654,952 β€” 0% 0.17% $12.8M $7.52
2025 Q1 REDUCED 1,654,952 -178,000 -9.7% 0.17% $11.3M $6.42
2024 Q4 UNCHANGED 1,832,952 β€” 0% 0.15% $11.2M $5.75
2024 Q3 UNCHANGED 1,832,952 β€” 0% 0.15% $9.8M $5.07
2024 Q2 REDUCED 1,832,952 -84,525 -4.4% 0.14% $9.1M $4.68
2024 Q1 UNCHANGED 1,917,477 β€” 0% 0.15% $10.8M $5.29
2023 Q4 REDUCED 1,917,477 -188,046 -8.9% 0.22% $13.2M $5.77
2023 Q3 UNCHANGED 2,105,523 β€” 0% 0.21% $11.2M $5.04
2023 Q2 UNCHANGED 2,105,523 β€” 0% 0.23% $11.1M $4.98
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KMDA

As of 2025 Q4 β€” sorted by position size

Y.D. More Investments Ltd 3Y 0.1% WELLS FARGO & COMPANY/MN 3Y 7Y 0.08% Aristides Capital LLC 3Y 0.04% Ruggaard & Associates LLC 0.03% EWA, LLC 0.02% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.01% China Universal Asset Management Co., Ltd. 3Y 0.01% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.0% Metis Global Partners, LLC 3Y 0.0%
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