Bob Robotti’s Horizon Technology Finance HRZN Stock Holding History

Bob Robotti’s Portfolio HRZN Stock Details HRZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32,500	Closed	-$393K	–	62
2023 Q2	$393K	Buy	+32,500	New	+$389K	0.06%	50

Other funds holding HRZN

GAA

Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bob Robotti's HRZN Position: Q3 2023 in Review

Bob Robotti sold out of Horizon Technology Finance (HRZN) in Q3 2023, closing a stake of 32,500 shares — an estimated $393K sold.

Bob Robotti first reported a position in HRZN in Q2 2023 and held it in 1 quarter. The position peaked at $393K in Q2 2023. 46 funds tracked by Wall St. Rank hold HRZN as of Q3 2023.

Bob Robotti reported no remaining Horizon Technology Finance position as of Q3 2023 after selling out during the quarter.
Bob Robotti sold 32,500 Horizon Technology Finance shares in Q3 2023, an estimated $393K.
Bob Robotti first reported a position in Horizon Technology Finance in Q2 2023 and held it in 1 quarter.
Bob Robotti's Horizon Technology Finance position peaked at $393K in Q2 2023.
46 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2023.

Based on Robotti Robert's 13F filing for Q3 2023, filed 14 Nov 2023.