Capstone Investment Advisors’s Haemonetics HAE Stock Holding History

Capstone Investment Advisors’s Portfolio HAE Stock Details HAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,703	Closed	-$1.08M	–	1614
2022 Q4	$1.08M	Hold	13,703	–	–	0.01%	902
2022 Q3	$1.01M	Hold	13,703	–	–	0.01%	999
2022 Q2	$893K	Hold	13,703	–	–	﹤0.01%	1062
2022 Q1	$866K	Hold	13,703	–	–	﹤0.01%	1366
2021 Q4	$727K	Hold	13,703	–	–	﹤0.01%	1388
2021 Q3	$967K	Buy	13,703 +3,426	+33%	+$216K	﹤0.01%	1437
2021 Q2	$685K	Sell	10,277 -12,923	-56%	-$914K	﹤0.01%	1328
2021 Q1	$2.58M	Buy	+23,200	New	+$2.87M	0.01%	848
2017 Q3	–	Sell	-7,414	Closed	-$292K	–	625
2017 Q2	$292K	Buy	+7,414	New	+$305K	0.01%	490

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Capstone Investment Advisors's HAE Position: Q1 2023 in Review

Capstone Investment Advisors sold out of Haemonetics (HAE) in Q1 2023, closing a stake of 13,703 shares — an estimated $1.08M sold.

Capstone Investment Advisors first reported a position in HAE in Q2 2017 and held it in 9 quarters. The position peaked at $2.58M in Q1 2021. 301 funds tracked by Wall St. Rank hold HAE as of Q1 2023.

Capstone Investment Advisors reported no remaining Haemonetics position as of Q1 2023 after selling out during the quarter.
Capstone Investment Advisors sold 13,703 Haemonetics shares in Q1 2023, an estimated $1.08M.
Capstone Investment Advisors first reported a position in Haemonetics in Q2 2017 and held it in 9 quarters.
Capstone Investment Advisors's Haemonetics position peaked at $2.58M in Q1 2021.
301 funds tracked by Wall St. Rank held Haemonetics as of Q1 2023.

Based on Capstone Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.