Briggs Advisory Group’s HarborOne Bancorp HONE Stock Holding History

Briggs Advisory Group’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
2023 Q3	$275K	Sell	28,840 -69,997	-71%	-$684K	0.16%	55
2023 Q2	$858K	Buy	98,837 +141	+0.1%	+$1.35K	0.48%	28
2023 Q1	$1.2M	Buy	98,696 +1	+0%	+$13	0.71%	24
2022 Q4	$1.37M	Buy	98,695 +1	+0%	+$14	0.87%	20
2022 Q3	$1.32M	Buy	98,694 +1	+0%	+$14	0.99%	18
2022 Q2	$1.36M	Buy	98,693 +1	+0%	+$14	0.99%	18
2022 Q1	$1.38M	Buy	98,692 +1	+0%	+$15	0.92%	18
2021 Q4	$1.47M	Buy	+98,691	New	+$1.43M	1%	17

Other funds holding HONE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Briggs Advisory Group's HONE Position: Q3 2023 in Review

Briggs Advisory Group reduced its HarborOne Bancorp (HONE) stake by 71% in Q3 2023, selling an estimated $684K and leaving 28,840 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #55.

Briggs Advisory Group first reported a position in HONE in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2021. 105 funds tracked by Wall St. Rank hold HONE as of Q3 2023.

Briggs Advisory Group held 28,840 shares of HarborOne Bancorp worth $275K as of Q3 2023.
Briggs Advisory Group sold 69,997 HarborOne Bancorp shares in Q3 2023, an estimated $684K.
HarborOne Bancorp made up 0.16% of Briggs Advisory Group's portfolio in Q3 2023, its #55 holding.
Briggs Advisory Group first reported a position in HarborOne Bancorp in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's HarborOne Bancorp position peaked at $1.47M in Q4 2021.
105 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.