AG
HONE

Aperio Group’s HarborOne Bancorp HONE Stock Holding History

Aperio Group’s Portfolio HONE Stock Details HONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$585K Buy
53,899
+13,468
+33% +$133K ﹤0.01% 1884
2020
Q3 		$326K Sell
40,431
-21,830
-35% -$187K ﹤0.01% 2035
2020
Q2 		$532K Buy
62,261
+35,188
+130% +$281K ﹤0.01% 1742
2020
Q1 		$204K Buy
+27,073
New +$271K ﹤0.01% 2091
2019
Q3 		– Sell
-2,456
Closed -$26K – 2511
2019
Q2 		$26K Buy
+2,456
New +$24.8K ﹤0.01% 2650

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Aperio Group's HONE Position: Q4 2020 in Review

Aperio Group increased its HarborOne Bancorp (HONE) stake by 33% in Q4 2020, buying an estimated $133K and bringing the position to 53,899 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Aperio Group first reported a position in HONE in Q2 2019 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold HONE as of Q4 2020.

  • Aperio Group held 53,899 shares of HarborOne Bancorp worth $585K as of Q4 2020.
  • Aperio Group bought 13,468 HarborOne Bancorp shares in Q4 2020, an estimated $133K.
  • HarborOne Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1884 holding.
  • Aperio Group first reported a position in HarborOne Bancorp in Q2 2019 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.