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Harbor Investment Advisory’s Barclays BCS Stock Holding History

Harbor Investment Advisory’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36
Closed -$340 – 1317
2024
Q1 		$340 Buy
+36
New +$295 ﹤0.01% 1269
2023
Q1 		– Sell
-17,488
Closed -$145K – 1330
2022
Q4 		$136K Hold
17,488
– – 0.02% 418
2022
Q3 		$112K Hold
17,488
– – 0.02% 438
2022
Q2 		$133K Buy
17,488
+724
+4% +$5.68K 0.02% 425
2022
Q1 		$132K Sell
16,764
-8,254
-33% -$84.2K 0.02% 464
2021
Q4 		$259K Hold
25,018
– – 0.03% 321
2021
Q3 		$258K Hold
25,018
– – 0.04% 318
2021
Q2 		$241K Buy
25,018
+16,764
+203% +$171K 0.03% 334
2021
Q1 		$84K Hold
8,254
– – 0.01% 523
2020
Q4 		$66K Hold
8,254
– – 0.01% 555
2020
Q3 		$41K Hold
8,254
– – 0.01% 553
2020
Q2 		$47K Hold
8,254
– – 0.01% 452
2020
Q1 		$37K Buy
8,254
+8,252
+412,600% +$63.7K 0.01% 459
2019
Q4 		$0 Buy
+2
New +$17 ﹤0.01% 860

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return