Endurance Wealth Management’s HarborOne Bancorp HONE Stock Holding History

Endurance Wealth Management’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	$11K	Hold	1,250	–	–	﹤0.01%	485
2023 Q1	$15K	Hold	1,250	–	–	﹤0.01%	463
2022 Q4	$17K	Hold	1,250	–	–	﹤0.01%	429
2022 Q3	$17K	Hold	1,250	–	–	﹤0.01%	425
2022 Q2	$17K	Hold	1,250	–	–	﹤0.01%	432
2022 Q1	$18K	Hold	1,250	–	–	﹤0.01%	455
2021 Q4	$19K	Hold	1,250	–	–	﹤0.01%	449
2021 Q3	$18K	Hold	1,250	–	–	﹤0.01%	460
2021 Q2	$17K	Hold	1,250	–	–	﹤0.01%	466
2021 Q1	$17K	Hold	1,250	–	–	﹤0.01%	469
2020 Q4	$14K	Hold	1,250	–	–	﹤0.01%	459
2020 Q3	$10K	Buy	+1,250	New	+$10.7K	﹤0.01%	472

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

Endurance Wealth Management's HONE Position: Q2 2023 in Review

Endurance Wealth Management held its HarborOne Bancorp (HONE) position steady in Q2 2023 at 1,250 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Endurance Wealth Management first reported a position in HONE in Q3 2020 and has held it in 12 quarters since. The position peaked at $19K in Q4 2021. 111 funds tracked by Wall St. Rank hold HONE as of Q2 2023.

Endurance Wealth Management held 1,250 shares of HarborOne Bancorp worth $11K as of Q2 2023.
Endurance Wealth Management left its HarborOne Bancorp share count unchanged in Q2 2023.
HarborOne Bancorp made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #485 holding.
Endurance Wealth Management first reported a position in HarborOne Bancorp in Q3 2020 and has held it in 12 quarters since.
Endurance Wealth Management's HarborOne Bancorp position peaked at $19K in Q4 2021.
111 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.