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Avior Wealth Management’s Haemonetics HAE Stock Holding History

Avior Wealth Management’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170
Closed -$13.3K – 1416
2024
Q4 		$13.3K Buy
170
+9
+6% +$723 ﹤0.01% 1530
2024
Q3 		$12.9K Buy
161
+109
+210% +$8.81K ﹤0.01% 1477
2024
Q2 		$4.3K Sell
52
-10
-16% -$880 ﹤0.01% 1767
2024
Q1 		$5.29K Buy
62
+36
+138% +$2.83K ﹤0.01% 2066
2023
Q4 		$2.22K Sell
26
-17
-40% -$1.47K ﹤0.01% 1291
2023
Q3 		$3.85K Hold
43
– – ﹤0.01% 1266
2023
Q2 		$3.66K Buy
+43
New +$3.63K ﹤0.01% 1261
2022
Q1 		– Sell
-5,734
Closed -$304K – 1155
2021
Q4 		$304K Hold
5,734
– – 0.03% 389
2021
Q3 		$404K Buy
+5,734
New +$362K 0.03% 348
2020
Q2 		– Sell
-1,830
Closed -$182K – 937
2020
Q1 		$182K Sell
1,830
-1,530
-46% -$166K 0.04% 356
2019
Q4 		$386K Buy
3,360
+840
+33% +$102K 0.06% 268
2019
Q3 		$317K Hold
2,520
– – 0.06% 287
2019
Q2 		$303K Sell
2,520
-280
-10% -$27.5K 0.05% 294
2019
Q1 		$244K Sell
2,800
-696
-20% -$63.3K 0.05% 315
2018
Q4 		$349K Buy
3,496
+1,058
+43% +$111K 0.08% 221
2018
Q3 		$279K Buy
2,438
+548
+29% +$56.7K 0.06% 274
2018
Q2 		$169K Sell
1,890
-1,412
-43% -$119K 0.04% 365
2018
Q1 		$242K Sell
3,302
-1,155
-26% -$79.2K 0.06% 268
2017
Q4 		$259K Buy
+4,457
New +$235K 0.06% 273

Other funds holding HAE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Avior Wealth Management's HAE Position: Q1 2025 in Review

Avior Wealth Management sold out of Haemonetics (HAE) in Q1 2025, closing a stake of 170 shares — an estimated $13.3K sold.

Avior Wealth Management first reported a position in HAE in Q4 2017 and held it in 19 quarters. The position peaked at $404K in Q3 2021. 314 funds tracked by Wall St. Rank hold HAE as of Q1 2025.

  • Avior Wealth Management reported no remaining Haemonetics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 170 Haemonetics shares in Q1 2025, an estimated $13.3K.
  • Avior Wealth Management first reported a position in Haemonetics in Q4 2017 and held it in 19 quarters.
  • Avior Wealth Management's Haemonetics position peaked at $404K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Haemonetics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.