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Glassman Wealth Services’s Haemonetics HAE Stock Holding History

Glassman Wealth 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
2021
Q4 		– Sell
-31
Closed -$2K – 1746
2021
Q3 		$2K Buy
+31
New +$1.96K ﹤0.01% 1170
2020
Q1 		– Sell
-3
Closed – – 1300
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1297
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1171
2019
Q2 		$0 Buy
+3
New +$295 ﹤0.01% 1190

Other funds holding HAE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Glassman Wealth Services's HAE Position: Q4 2021 in Review

Glassman Wealth Services sold out of Haemonetics (HAE) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in HAE in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 257 funds tracked by Wall St. Rank hold HAE as of Q4 2021.

  • Glassman Wealth Services reported no remaining Haemonetics position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 31 Haemonetics shares in Q4 2021, an estimated $2K.
  • Glassman Wealth Services first reported a position in Haemonetics in Q2 2019 and held it in 4 quarters.
  • Glassman Wealth Services's Haemonetics position peaked at $2K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Haemonetics as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.