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Disciplined Investments’s Harmony Biosciences HRMY Stock Holding History

Disciplined Investments’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$141 – 746
2023
Q2 		$141 Buy
4
+1
+33% +$35 ﹤0.01% 1559
2023
Q1 		$98 Sell
3
-3
-50% -$137 ﹤0.01% 1582
2022
Q4 		$331 Hold
6
– – ﹤0.01% 1307
2022
Q3 		$0 Buy
6
+1
+20% +$49 ﹤0.01% 1385
2022
Q2 		$0 Buy
5
+3
+150% +$135 ﹤0.01% 1421
2022
Q1 		$0 Buy
+2
New +$82 ﹤0.01% 1459

Other funds holding HRMY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Disciplined Investments's HRMY Position: Q3 2023 in Review

Disciplined Investments sold out of Harmony Biosciences (HRMY) in Q3 2023, closing a stake of 4 shares — an estimated $141 sold.

Disciplined Investments first reported a position in HRMY in Q1 2022 and held it in 6 quarters. The position peaked at $331 in Q4 2022. 204 funds tracked by Wall St. Rank hold HRMY as of Q3 2023.

  • Disciplined Investments reported no remaining Harmony Biosciences position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Harmony Biosciences shares in Q3 2023, an estimated $141.
  • Disciplined Investments first reported a position in Harmony Biosciences in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Harmony Biosciences position peaked at $331 in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Harmony Biosciences as of Q3 2023.

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