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Concord Wealth Partners’s Haemonetics HAE Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-7
Closed -$547 – 872
2024
Q4 		$547 Hold
7
– – ﹤0.01% 856
2024
Q3 		$563 Buy
+7
New +$566 ﹤0.01% 890

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Concord Wealth Partners's HAE Position: Q1 2025 in Review

Concord Wealth Partners sold out of Haemonetics (HAE) in Q1 2025, closing a stake of 7 shares — an estimated $547 sold.

Concord Wealth Partners first reported a position in HAE in Q3 2024 and held it in 2 quarters. The position peaked at $563 in Q3 2024. 314 funds tracked by Wall St. Rank hold HAE as of Q1 2025.

  • Concord Wealth Partners reported no remaining Haemonetics position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Haemonetics shares in Q1 2025, an estimated $547.
  • Concord Wealth Partners first reported a position in Haemonetics in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Haemonetics position peaked at $563 in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Haemonetics as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.