Belpointe Asset Management’s Haemonetics HAE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-455	Closed	-$37.7K	–	1719
2023 Q1	$37.7K	Buy	455 +180	+65%	+$14.6K	﹤0.01%	1880
2022 Q4	$21.6K	Buy	+275	New	+$22.1K	﹤0.01%	2129
2018 Q4	–	Sell	-10,041	Closed	-$1.15M	–	554
2018 Q3	$1.15M	Buy	10,041 +192	+2%	+$19.9K	0.18%	108
2018 Q2	$883K	Buy	9,849 +153	+2%	+$12.9K	0.25%	74
2018 Q1	$709K	Buy	+9,696	New	+$665K	0.21%	95

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's HAE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Haemonetics (HAE) in Q2 2023, closing a stake of 455 shares — an estimated $37.7K sold.

Belpointe Asset Management first reported a position in HAE in Q1 2018 and held it in 5 quarters. The position peaked at $1.15M in Q3 2018. 296 funds tracked by Wall St. Rank hold HAE as of Q2 2023.

Belpointe Asset Management reported no remaining Haemonetics position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 455 Haemonetics shares in Q2 2023, an estimated $37.7K.
Belpointe Asset Management first reported a position in Haemonetics in Q1 2018 and held it in 5 quarters.
Belpointe Asset Management's Haemonetics position peaked at $1.15M in Q3 2018.
296 funds tracked by Wall St. Rank held Haemonetics as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.