Brandywine Global Investment Management’s HarborOne Bancorp HONE Stock Holding History

Brandywine Global Investment Management’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
2024 Q4	–	Sell	-135,100	Closed	-$1.78M	–	629
2024 Q3	$1.78M	Sell	135,100 -128,900	-49%	-$1.61M	0.01%	546
2024 Q2	$2.94M	Buy	264,000 +50,900	+24%	+$522K	0.02%	502
2024 Q1	$2.27M	Hold	213,100	–	–	0.02%	546
2023 Q4	$2.55M	Sell	213,100 -42,400	-17%	-$453K	0.02%	511
2023 Q3	$2.43M	Buy	255,500 +4,900	+2%	+$47.9K	0.02%	520
2023 Q2	$2.18M	Buy	250,600 +155,377	+163%	+$1.48M	0.02%	533
2023 Q1	$1.16M	Sell	95,223 -122	-0.1%	-$1.63K	0.01%	636
2022 Q4	$1.33M	Buy	95,345 +51,053	+115%	+$727K	0.01%	618
2022 Q3	$594K	Sell	44,292 -418,025	-90%	-$5.89M	0.01%	666
2022 Q2	$6.38M	Sell	462,317 -62,126	-12%	-$858K	0.06%	293
2022 Q1	$7.35M	Buy	524,443 +40,040	+8%	+$587K	0.05%	311
2021 Q4	$7.19M	Sell	484,403 -13,400	-3%	-$195K	0.05%	328
2021 Q3	$6.99M	Sell	497,803 -4,560	-0.9%	-$63.1K	0.05%	326
2021 Q2	$7.2M	Sell	502,363 -35,990	-7%	-$520K	0.05%	348
2021 Q1	$7.25M	Sell	538,353 -5,600	-1%	-$68.1K	0.05%	348
2020 Q4	$5.91M	Buy	543,953 +85,833	+19%	+$846K	0.05%	363
2020 Q3	$3.7M	Buy	458,120 +65,500	+17%	+$560K	0.04%	380
2020 Q2	$3.35M	Buy	392,620 +6,700	+2%	+$53.6K	0.03%	390
2020 Q1	$2.91M	Sell	385,920 -85,762	-18%	-$859K	0.03%	389
2019 Q4	$5.18M	Buy	471,682 +95,052	+25%	+$996K	0.04%	393
2019 Q3	$3.79M	Buy	376,630 +89	+0%	+$919	0.03%	440
2019 Q2	$3.93M	Buy	376,541 +263,327	+233%	+$2.66M	0.03%	451
2019 Q1	$1.08M	Hold	113,214	–	–	0.01%	540
2018 Q4	$1M	Sell	113,214 -205,869	-65%	-$2.02M	0.01%	543
2018 Q3	$3.4M	Buy	319,083 +711	+0.2%	+$7.56K	0.02%	486
2018 Q2	$3.36M	Sell	318,372 -7,392	-2%	-$75.1K	0.02%	500
2018 Q1	$3.21M	Buy	325,764 +43,820	+16%	+$464K	0.02%	499
2017 Q4	$3.01M	Buy	281,944 +8,639	+3%	+$93K	0.02%	517
2017 Q3	$2.86M	Sell	273,305 -64,866	-19%	-$671K	0.02%	525
2017 Q2	$3.76M	Sell	338,171 -31,486	-9%	-$353K	0.02%	491
2017 Q1	$3.91M	Buy	+369,657	New	+$3.93M	0.02%	494

Other funds holding HONE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Brandywine Global Investment Management's HONE Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of HarborOne Bancorp (HONE) in Q4 2024, closing a stake of 135,100 shares — an estimated $1.78M sold.

Brandywine Global Investment Management first reported a position in HONE in Q1 2017 and held it in 31 quarters. The position peaked at $7.35M in Q1 2022. 144 funds tracked by Wall St. Rank hold HONE as of Q4 2024.

Brandywine Global Investment Management reported no remaining HarborOne Bancorp position as of Q4 2024 after selling out during the quarter.
Brandywine Global Investment Management sold 135,100 HarborOne Bancorp shares in Q4 2024, an estimated $1.78M.
Brandywine Global Investment Management first reported a position in HarborOne Bancorp in Q1 2017 and held it in 31 quarters.
Brandywine Global Investment Management's HarborOne Bancorp position peaked at $7.35M in Q1 2022.
144 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.