Capital World Investors
HONE

Capital World Investors’s HarborOne Bancorp HONE Stock Holding History

Capital World Investors’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
2018
Q2 		– Sell
-839,690
Closed -$8.26M – 543
2018
Q1 		$8.26M Sell
839,690
-57,810
-6% -$612K ﹤0.01% 478
2017
Q4 		$9.58M Hold
897,500
– – ﹤0.01% 470
2017
Q3 		$9.4M Hold
897,500
– – ﹤0.01% 468
2017
Q2 		$9.98M Hold
897,500
– – ﹤0.01% 469
2017
Q1 		$9.49M Hold
897,500
– – ﹤0.01% 463
2016
Q4 		$9.67M Hold
897,500
– – ﹤0.01% 452
2016
Q3 		$7.88M Hold
897,500
– – ﹤0.01% 463
2016
Q2 		$6.46M Buy
+897,500
New +$6.46M ﹤0.01% 466

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

Capital World Investors's HONE Position: Q2 2018 in Review

Capital World Investors sold out of HarborOne Bancorp (HONE) in Q2 2018, closing a stake of 839,690 shares — an estimated $8.26M sold.

Capital World Investors first reported a position in HONE in Q2 2016 and held it in 8 quarters. The position peaked at $9.98M in Q2 2017. 67 funds tracked by Wall St. Rank hold HONE as of Q2 2018.

  • Capital World Investors reported no remaining HarborOne Bancorp position as of Q2 2018 after selling out during the quarter.
  • Capital World Investors sold 839,690 HarborOne Bancorp shares in Q2 2018, an estimated $8.26M.
  • Capital World Investors first reported a position in HarborOne Bancorp in Q2 2016 and held it in 8 quarters.
  • Capital World Investors's HarborOne Bancorp position peaked at $9.98M in Q2 2017.
  • 67 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2018.

Based on Capital World Investors's 13F filing for Q2 2018, filed 14 Aug 2018.