Gradient Investments’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Gradient Investments’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-45	Closed	-$1.33K	–	730
2024 Q2	$1.33K	Buy	+45	New	+$1.31K	﹤0.01%	1041
2021 Q1	–	Sell	-333	Closed	-$14K	–	1196
2020 Q4	$14K	Hold	333	–	–	﹤0.01%	635
2020 Q3	$14K	Hold	333	–	–	﹤0.01%	639
2020 Q2	$9K	Sell	333 -200	-38%	-$5.46K	﹤0.01%	661
2020 Q1	$11K	Buy	533 +200	+60%	+$6.32K	﹤0.01%	629
2019 Q4	$11K	Buy	+333	New	+$9.88K	﹤0.01%	672

Other funds holding HASI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's HASI Position: Q3 2024 in Review

Gradient Investments sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q3 2024, closing a stake of 45 shares — an estimated $1.33K sold.

Gradient Investments first reported a position in HASI in Q4 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2020. 372 funds tracked by Wall St. Rank hold HASI as of Q3 2024.

Gradient Investments reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 45 Hannon Armstrong Sustainable Infrastructure Capital shares in Q3 2024, an estimated $1.33K.
Gradient Investments first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2019 and held it in 6 quarters.
Gradient Investments's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $14K in Q4 2020.
372 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.