Ellevest Inc’s HarborOne Bancorp HONE Stock Holding History

Ellevest Inc’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-386	Closed	-$4.71K	–	912
2023 Q1	$4.71K	Buy	+386	New	+$5.16K	﹤0.01%	1219

Other funds holding HONE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's HONE Position: Q2 2023 in Review

Ellevest Inc sold out of HarborOne Bancorp (HONE) in Q2 2023, closing a stake of 386 shares — an estimated $4.71K sold.

Ellevest Inc first reported a position in HONE in Q1 2023 and held it in 1 quarter. The position peaked at $4.71K in Q1 2023. 111 funds tracked by Wall St. Rank hold HONE as of Q2 2023.

Ellevest Inc reported no remaining HarborOne Bancorp position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 386 HarborOne Bancorp shares in Q2 2023, an estimated $4.71K.
Ellevest Inc first reported a position in HarborOne Bancorp in Q1 2023 and held it in 1 quarter.
Ellevest Inc's HarborOne Bancorp position peaked at $4.71K in Q1 2023.
111 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.