BSW
HONE

Buckingham Strategic Wealth’s HarborOne Bancorp HONE Stock Holding History

Buckingham Strategic Wealth’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
Q1 		– Sell
-28,842
Closed -$346K – 778
2023
Q4 		$346K Buy
+28,842
New +$308K ﹤0.01% 533

Other funds holding HONE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Buckingham Strategic Wealth's HONE Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of HarborOne Bancorp (HONE) in Q1 2024, closing a stake of 28,842 shares — an estimated $346K sold.

Buckingham Strategic Wealth first reported a position in HONE in Q4 2023 and held it in 1 quarter. The position peaked at $346K in Q4 2023. 110 funds tracked by Wall St. Rank hold HONE as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining HarborOne Bancorp position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 28,842 HarborOne Bancorp shares in Q1 2024, an estimated $346K.
  • Buckingham Strategic Wealth first reported a position in HarborOne Bancorp in Q4 2023 and held it in 1 quarter.
  • Buckingham Strategic Wealth's HarborOne Bancorp position peaked at $346K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.