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Bollard Group’s Howmet Aerospace HWM Stock Holding History

Bollard Group’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$1K – 520
2023
Q2 		$1K Buy
+20
New +$891 ﹤0.01% 604
2017
Q4 		– Sell
-16,425
Closed -$313K – 260
2017
Q3 		$313K Hold
16,425
– – 0.02% 161
2017
Q2 		$285K Hold
16,425
– – 0.02% 169
2017
Q1 		$332K Hold
16,425
– – 0.02% 162
2016
Q4 		$234K Buy
+16,425
New +$247K 0.02% 177

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bollard Group's HWM Position: Q3 2023 in Review

Bollard Group sold out of Howmet Aerospace (HWM) in Q3 2023, closing a stake of 20 shares — an estimated $1K sold.

Bollard Group first reported a position in HWM in Q4 2016 and held it in 5 quarters. The position peaked at $332K in Q1 2017. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

  • Bollard Group reported no remaining Howmet Aerospace position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 20 Howmet Aerospace shares in Q3 2023, an estimated $1K.
  • Bollard Group first reported a position in Howmet Aerospace in Q4 2016 and held it in 5 quarters.
  • Bollard Group's Howmet Aerospace position peaked at $332K in Q1 2017.
  • 610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.