E
HONE

Ergoteles’s HarborOne Bancorp HONE Stock Holding History

Ergoteles’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
2022
Q1 		– Sell
-13,004
Closed -$193K – 1390
2021
Q4 		$193K Sell
13,004
-3,496
-21% -$50.8K 0.01% 1050
2021
Q3 		$232K Buy
+16,500
New +$228K 0.01% 913

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Ergoteles's HONE Position: Q1 2022 in Review

Ergoteles sold out of HarborOne Bancorp (HONE) in Q1 2022, closing a stake of 13,004 shares — an estimated $193K sold.

Ergoteles first reported a position in HONE in Q3 2021 and held it in 2 quarters. The position peaked at $232K in Q3 2021. 113 funds tracked by Wall St. Rank hold HONE as of Q1 2022.

  • Ergoteles reported no remaining HarborOne Bancorp position as of Q1 2022 after selling out during the quarter.
  • Ergoteles sold 13,004 HarborOne Bancorp shares in Q1 2022, an estimated $193K.
  • Ergoteles first reported a position in HarborOne Bancorp in Q3 2021 and held it in 2 quarters.
  • Ergoteles's HarborOne Bancorp position peaked at $232K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.