Harbor Investment Advisory’s UserTesting, Inc. USER Stock Holding History

Harbor Investment Advisory’s Portfolio USER Stock Details USER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-22,000	Closed	-$86K	–	1396
2022 Q3	$86K	Sell	22,000 -32,500	-60%	-$160K	0.01%	512
2022 Q2	$274K	Buy	54,500 +27,500	+102%	+$185K	0.04%	285
2022 Q1	$289K	Buy	+27,000	New	+$224K	0.04%	298

Other funds holding USER

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Harbor Investment Advisory's USER Position: Q4 2022 in Review

Harbor Investment Advisory sold out of UserTesting, Inc. (USER) in Q4 2022, closing a stake of 22,000 shares — an estimated $86K sold.

Harbor Investment Advisory first reported a position in USER in Q1 2022 and held it in 3 quarters. The position peaked at $289K in Q1 2022. 115 funds tracked by Wall St. Rank hold USER as of Q4 2022.

Harbor Investment Advisory reported no remaining UserTesting, Inc. position as of Q4 2022 after selling out during the quarter.
Harbor Investment Advisory sold 22,000 UserTesting, Inc. shares in Q4 2022, an estimated $86K.
Harbor Investment Advisory first reported a position in UserTesting, Inc. in Q1 2022 and held it in 3 quarters.
Harbor Investment Advisory's UserTesting, Inc. position peaked at $289K in Q1 2022.
115 funds tracked by Wall St. Rank held UserTesting, Inc. as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.