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Dynamic Technology Lab’s Horizon Technology Finance HRZN Stock Holding History

Dynamic Technology Lab’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,373
Closed -$217K – 1115
2024
Q3 		$217K Buy
+20,373
New +$233K 0.02% 852
2024
Q2 		– Sell
-31,428
Closed -$357K – 1147
2024
Q1 		$357K Buy
+31,428
New +$397K 0.04% 717
2017
Q1 		– Sell
-19,170
Closed -$202K – 1085
2016
Q4 		$202K Sell
19,170
-8,393
-30% -$98.8K 0.05% 724
2016
Q3 		$374K Buy
+27,563
New +$370K 0.1% 372

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Dynamic Technology Lab's HRZN Position: Q4 2024 in Review

Dynamic Technology Lab sold out of Horizon Technology Finance (HRZN) in Q4 2024, closing a stake of 20,373 shares — an estimated $217K sold.

Dynamic Technology Lab first reported a position in HRZN in Q3 2016 and held it in 4 quarters. The position peaked at $374K in Q3 2016. 80 funds tracked by Wall St. Rank hold HRZN as of Q4 2024.

  • Dynamic Technology Lab reported no remaining Horizon Technology Finance position as of Q4 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 20,373 Horizon Technology Finance shares in Q4 2024, an estimated $217K.
  • Dynamic Technology Lab first reported a position in Horizon Technology Finance in Q3 2016 and held it in 4 quarters.
  • Dynamic Technology Lab's Horizon Technology Finance position peaked at $374K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2024.

Based on Dynamic Technology Lab's 13F filing for Q4 2024, filed 13 Feb 2025.