FPFS
HAE icon

First Personal Financial Services’s Haemonetics HAE Stock Holding History

First Personal Financial Services’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
2024
Q3 		$893K Buy
11,110
+312
+3% +$25.2K 0.19% 73
2024
Q2 		$893K Buy
10,798
+575
+6% +$50.6K 0.2% 70
2024
Q1 		$873K Sell
10,223
-360
-3% -$28.3K 0.2% 68
2023
Q4 		$905K Buy
10,583
+85
+0.8% +$7.35K 0.22% 64
2023
Q3 		$940K Buy
10,498
+510
+5% +$45.5K 0.24% 63
2023
Q2 		$850K Sell
9,988
-155
-2% -$13.1K 0.21% 67
2023
Q1 		$839K Buy
10,143
+905
+10% +$73.3K 0.22% 67
2022
Q4 		$727K Sell
9,238
-2,755
-23% -$221K 0.2% 71
2022
Q3 		$888K Sell
11,993
-231
-2% -$16.6K 0.26% 68
2022
Q2 		$797K Sell
12,224
-334
-3% -$19.8K 0.22% 70
2022
Q1 		$794K Buy
12,558
+2
+0% +$109 0.19% 74
2021
Q4 		$666K Sell
12,556
-1,470
-10% -$89.6K 0.15% 79
2021
Q3 		$990K Buy
14,026
+1,165
+9% +$73.5K 0.25% 69
2021
Q2 		$857K Buy
12,861
+2,379
+23% +$168K 0.22% 73
2021
Q1 		$1.16M Buy
10,482
+3,930
+60% +$486K 0.32% 63
2020
Q4 		$778K Buy
6,552
+2,134
+48% +$230K 0.22% 67
2020
Q3 		$385K Buy
+4,418
New +$386K 0.12% 82
2018
Q2 		– Sell
-16
Closed -$1K – 773
2018
Q1 		$1K Buy
+16
New +$1.1K ﹤0.01% 1008
2017
Q1 		– Sell
-224
Closed -$9K – 901
2016
Q4 		$9K Hold
224
– – ﹤0.01% 729
2016
Q3 		$8K Buy
224
+171
+323% +$5.87K ﹤0.01% 635
2016
Q2 		$2K Buy
+53
New +$1.6K ﹤0.01% 758

Other funds holding HAE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

First Personal Financial Services's HAE Position: Q3 2024 in Review

First Personal Financial Services increased its Haemonetics (HAE) stake by 2.9% in Q3 2024, buying an estimated $25.2K and bringing the position to 11,110 shares worth $893K. The position accounts for 0.19% of the portfolio, ranked #73.

First Personal Financial Services first reported a position in HAE in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2021. 306 funds tracked by Wall St. Rank hold HAE as of Q3 2024.

  • First Personal Financial Services held 11,110 shares of Haemonetics worth $893K as of Q3 2024.
  • First Personal Financial Services bought 312 Haemonetics shares in Q3 2024, an estimated $25.2K.
  • Haemonetics made up 0.19% of First Personal Financial Services's portfolio in Q3 2024, its #73 holding.
  • First Personal Financial Services first reported a position in Haemonetics in Q2 2016 and has held it in 21 quarters since.
  • First Personal Financial Services's Haemonetics position peaked at $1.16M in Q1 2021.
  • 306 funds tracked by Wall St. Rank held Haemonetics as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.