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Gradient Investments’s Horizon Bancorp HBNC Stock Holding History

Gradient Investments’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed -$173 – 734
2024
Q2 		$173 Buy
+14
New +$168 ﹤0.01% 1279
2024
Q1 		– Sell
-34
Closed -$487 – 1489
2023
Q4 		$487 Hold
34
– – ﹤0.01% 1601
2023
Q3 		$363 Hold
34
– – ﹤0.01% 1615
2023
Q2 		$354 Buy
+34
New +$337 ﹤0.01% 1581

Other funds holding HBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Gradient Investments's HBNC Position: Q3 2024 in Review

Gradient Investments sold out of Horizon Bancorp (HBNC) in Q3 2024, closing a stake of 14 shares — an estimated $173 sold.

Gradient Investments first reported a position in HBNC in Q2 2023 and held it in 4 quarters. The position peaked at $487 in Q4 2023. 164 funds tracked by Wall St. Rank hold HBNC as of Q3 2024.

  • Gradient Investments reported no remaining Horizon Bancorp position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 14 Horizon Bancorp shares in Q3 2024, an estimated $173.
  • Gradient Investments first reported a position in Horizon Bancorp in Q2 2023 and held it in 4 quarters.
  • Gradient Investments's Horizon Bancorp position peaked at $487 in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2024.

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