BIM
HAPN

Bogle Investment Management’s Happen Inc HAPN Stock Holding History

Bogle Investment Management’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50,524
Closed -$534K – 61
2020
Q4 		$534K Buy
+50,524
New +$338K 0.85% 40
2018
Q4 		– Sell
-122,386
Closed -$2.37M – 385
2018
Q3 		$2.37M Buy
+122,386
New +$2.38M 0.17% 139

Other funds holding HAPN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Bogle Investment Management's HAPN Position: Q1 2021 in Review

Bogle Investment Management sold out of Happen Inc (HAPN) in Q1 2021, closing a stake of 50,524 shares — an estimated $534K sold.

Bogle Investment Management first reported a position in HAPN in Q3 2018 and held it in 2 quarters. The position peaked at $2.37M in Q3 2018. 160 funds tracked by Wall St. Rank hold HAPN as of Q1 2021.

  • Bogle Investment Management reported no remaining Happen Inc position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 50,524 Happen Inc shares in Q1 2021, an estimated $534K.
  • Bogle Investment Management first reported a position in Happen Inc in Q3 2018 and held it in 2 quarters.
  • Bogle Investment Management's Happen Inc position peaked at $2.37M in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Happen Inc as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.