GIP
HFWA icon

Granite Investment Partners’s Heritage Financial HFWA Stock Holding History

Granite Investment Partners’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-45,108
Closed -$1.22M – 310
2019
Q3 		$1.22M Buy
45,108
+596
+1% +$16.5K 0.06% 217
2019
Q2 		$1.31M Buy
44,512
+8,363
+23% +$252K 0.07% 197
2019
Q1 		$1.09M Buy
36,149
+10,719
+42% +$336K 0.06% 209
2018
Q4 		$756K Buy
+25,430
New +$832K 0.06% 197

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Granite Investment Partners's HFWA Position: Q4 2019 in Review

Granite Investment Partners sold out of Heritage Financial (HFWA) in Q4 2019, closing a stake of 45,108 shares — an estimated $1.22M sold.

Granite Investment Partners first reported a position in HFWA in Q4 2018 and held it in 4 quarters. The position peaked at $1.31M in Q2 2019. 131 funds tracked by Wall St. Rank hold HFWA as of Q4 2019.

  • Granite Investment Partners reported no remaining Heritage Financial position as of Q4 2019 after selling out during the quarter.
  • Granite Investment Partners sold 45,108 Heritage Financial shares in Q4 2019, an estimated $1.22M.
  • Granite Investment Partners first reported a position in Heritage Financial in Q4 2018 and held it in 4 quarters.
  • Granite Investment Partners's Heritage Financial position peaked at $1.31M in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2019.

Based on Granite Investment Partners's 13F filing for Q4 2019, filed 10 Feb 2020.