Financial Gravity Asset Management’s Haemonetics HAE Stock Holding History

Financial Gravity Asset Management’s Portfolio HAE Stock Details HAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	0	–	–	–	1359
2023 Q3	–	Sell	-85	Closed	-$7.59K	–	1065
2023 Q2	$730	Buy	85 +2	+2%	+$169	﹤0.01%	907
2023 Q1	$2.25K	Buy	83 +4	+5%	+$324	0.07%	284
2022 Q4	$773	Sell	79 -1,105	-93%	-$88.8K	﹤0.01%	720
2022 Q3	$2.25K	Buy	+1,184	New	+$85K	0.08%	260
2020 Q1	–	Sell	-159	Closed	-$115K	–	1215
2019 Q4	$115K	Buy	159 +21	+15%	+$2.54K	0.08%	267
2019 Q3	$17K	Sell	138 -194	-58%	-$24.6K	0.01%	497
2019 Q2	$40K	Buy	+332	New	+$32.7K	0.03%	360
2018 Q3	$1K	Buy	8 +1	+14%	+$104	﹤0.01%	1141
2018 Q2	$1K	Sell	7 -4	-36%	-$338	﹤0.01%	1171
2018 Q1	$1K	Buy	+11	New	+$755	﹤0.01%	1146

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Financial Gravity Asset Management's HAE Position: Q4 2023 in Review

Financial Gravity Asset Management held its Haemonetics (HAE) position steady in Q4 2023 at 0 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Financial Gravity Asset Management first reported a position in HAE in Q1 2018 and has held it in 10 quarters since. The position peaked at $115K in Q4 2019. 295 funds tracked by Wall St. Rank hold HAE as of Q4 2023.

Financial Gravity Asset Management held 0 shares of Haemonetics worth $39 as of Q4 2023.
Financial Gravity Asset Management left its Haemonetics share count unchanged in Q4 2023.
Haemonetics made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2023, its #1359 holding.
Financial Gravity Asset Management first reported a position in Haemonetics in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's Haemonetics position peaked at $115K in Q4 2019.
295 funds tracked by Wall St. Rank held Haemonetics as of Q4 2023.

Based on Financial Gravity Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.