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Berman Capital Advisors’s Haemonetics HAE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$39K Buy
562
+318
+130% +$20.1K 0.01% 770
2021
Q2 		$16K Buy
+244
New +$17.3K ﹤0.01% 988
2021
Q1 		– Sell
-400
Closed -$47K – 1818
2020
Q4 		$47K Buy
+400
New +$43.1K 0.01% 424

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berman Capital Advisors's HAE Position: Q3 2021 in Review

Berman Capital Advisors increased its Haemonetics (HAE) stake by 130% in Q3 2021, buying an estimated $20.1K and bringing the position to 562 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #770.

Berman Capital Advisors first reported a position in HAE in Q4 2020 and has held it in 3 quarters since. The position peaked at $47K in Q4 2020. 245 funds tracked by Wall St. Rank hold HAE as of Q3 2021.

  • Berman Capital Advisors held 562 shares of Haemonetics worth $39K as of Q3 2021.
  • Berman Capital Advisors bought 318 Haemonetics shares in Q3 2021, an estimated $20.1K.
  • Haemonetics made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #770 holding.
  • Berman Capital Advisors first reported a position in Haemonetics in Q4 2020 and has held it in 3 quarters since.
  • Berman Capital Advisors's Haemonetics position peaked at $47K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Haemonetics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.