Harbor Capital Advisors’s Copa Holdings CPA Stock Holding History

Harbor Capital Advisors’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Buy	9,315 +137	+1%	+$18K	0.09%	311
2025 Q4	$1.11M	Buy	9,178 +1,720	+23%	+$210K	0.09%	306
2025 Q3	$886K	Buy	7,458 +77	+1%	+$8.81K	0.07%	348
2025 Q2	$812K	Buy	7,381 +20	+0.3%	+$1.97K	0.03%	467
2025 Q1	$681K	Sell	7,361 -7,489	-50%	-$695K	0.03%	489
2024 Q4	$1.3M	Buy	14,850 +1,850	+14%	+$175K	0.06%	403
2024 Q3	$1.22M	Sell	13,000 -1,552	-11%	-$140K	0.05%	423
2024 Q2	$1.39M	Sell	14,552 -1,336	-8%	-$133K	0.11%	278
2024 Q1	$1.66M	Buy	+15,888	New	+$1.58M	0.22%	111
2023 Q1	–	Sell	-1,072	Closed	-$89.2K	–	250
2022 Q4	$89.2K	Sell	1,072 -157	-13%	-$12.4K	0.09%	90
2022 Q3	$82K	Sell	1,229 -963	-44%	-$67K	0.08%	97
2022 Q2	$139K	Buy	2,192 +310	+16%	+$21.9K	0.11%	132
2022 Q1	$157K	Buy	+1,882	New	+$155K	0.07%	133

Other funds holding CPA

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return