Driehaus Capital Management’s Heritage Financial HFWA Stock Holding History

Driehaus Capital Management’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-171,281	Closed	-$5.25M	–	410
2022 Q4	$5.25M	Buy	+171,281	New	+$5.36M	0.08%	261
2018 Q3	–	Sell	-54,657	Closed	-$1.91M	–	497
2018 Q2	$1.91M	Buy	+54,657	New	+$1.75M	0.06%	280
2017 Q3	–	Sell	-77,143	Closed	-$2.04M	–	521
2017 Q2	$2.04M	Buy	77,143 +33,731	+78%	+$846K	0.08%	256
2017 Q1	$1.07M	Buy	+43,412	New	+$1.09M	0.04%	349

Other funds holding HFWA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Driehaus Capital Management's HFWA Position: Q1 2023 in Review

Driehaus Capital Management sold out of Heritage Financial (HFWA) in Q1 2023, closing a stake of 171,281 shares — an estimated $5.25M sold.

Driehaus Capital Management first reported a position in HFWA in Q1 2017 and held it in 4 quarters. The position peaked at $5.25M in Q4 2022. 159 funds tracked by Wall St. Rank hold HFWA as of Q1 2023.

Driehaus Capital Management reported no remaining Heritage Financial position as of Q1 2023 after selling out during the quarter.
Driehaus Capital Management sold 171,281 Heritage Financial shares in Q1 2023, an estimated $5.25M.
Driehaus Capital Management first reported a position in Heritage Financial in Q1 2017 and held it in 4 quarters.
Driehaus Capital Management's Heritage Financial position peaked at $5.25M in Q4 2022.
159 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2023.

Based on Driehaus Capital Management's 13F filing for Q1 2023, filed 15 May 2023.