BCA
HONE

Berman Capital Advisors’s HarborOne Bancorp HONE Stock Holding History

Berman Capital Advisors’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
Q2 		– Sell
-717
Closed -$5K – 1694
2020
Q1 		$5K Buy
+717
New +$7.18K ﹤0.01% 884

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Berman Capital Advisors's HONE Position: Q2 2020 in Review

Berman Capital Advisors sold out of HarborOne Bancorp (HONE) in Q2 2020, closing a stake of 717 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in HONE in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 105 funds tracked by Wall St. Rank hold HONE as of Q2 2020.

  • Berman Capital Advisors reported no remaining HarborOne Bancorp position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 717 HarborOne Bancorp shares in Q2 2020, an estimated $5K.
  • Berman Capital Advisors first reported a position in HarborOne Bancorp in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's HarborOne Bancorp position peaked at $5K in Q1 2020.
  • 105 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.