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Disciplined Investments’s Haemonetics HAE Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-9
Closed -$766 – 703
2023
Q2 		$766 Hold
9
– – ﹤0.01% 1072
2023
Q1 		$745 Sell
9
-1
-10% -$81 ﹤0.01% 1095
2022
Q4 		$787 Sell
10
-1
-9% -$80 ﹤0.01% 1003
2022
Q3 		$1K Hold
11
– – ﹤0.01% 930
2022
Q2 		$1K Buy
11
+4
+57% +$237 ﹤0.01% 946
2022
Q1 		$0 Buy
+7
New +$381 ﹤0.01% 1448

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Disciplined Investments's HAE Position: Q3 2023 in Review

Disciplined Investments sold out of Haemonetics (HAE) in Q3 2023, closing a stake of 9 shares — an estimated $766 sold.

Disciplined Investments first reported a position in HAE in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 296 funds tracked by Wall St. Rank hold HAE as of Q3 2023.

  • Disciplined Investments reported no remaining Haemonetics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Haemonetics shares in Q3 2023, an estimated $766.
  • Disciplined Investments first reported a position in Haemonetics in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Haemonetics position peaked at $1K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held Haemonetics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.