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Cassady Schiller Wealth Management’s Haemonetics HAE Stock Holding History

Cassady Schiller Wealth Management’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
2022
Q1 		– Sell
-5
Closed – – 306
2021
Q4 		$0 Buy
+5
New +$305 ﹤0.01% 591

Other funds holding HAE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Cassady Schiller Wealth Management's HAE Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Haemonetics (HAE) in Q1 2022, closing a stake of 5 shares.

Cassady Schiller Wealth Management first reported a position in HAE in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 242 funds tracked by Wall St. Rank hold HAE as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Haemonetics position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 5 Haemonetics shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Haemonetics in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Haemonetics position peaked at $0 in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Haemonetics as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.