Harbour Capital Advisors’s Vita Coco COCO Stock Holding History

Harbour Capital Advisors’s Portfolio COCO Stock Details COCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,500	Closed	-$299K	–	267
2023 Q3	$299K	Buy	+11,500	New	+$307K	0.09%	198

Other funds holding COCO

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Harbour Capital Advisors's COCO Position: Q4 2023 in Review

Harbour Capital Advisors sold out of Vita Coco (COCO) in Q4 2023, closing a stake of 11,500 shares — an estimated $299K sold.

Harbour Capital Advisors first reported a position in COCO in Q3 2023 and held it in 1 quarter. The position peaked at $299K in Q3 2023. 181 funds tracked by Wall St. Rank hold COCO as of Q4 2023.

Harbour Capital Advisors reported no remaining Vita Coco position as of Q4 2023 after selling out during the quarter.
Harbour Capital Advisors sold 11,500 Vita Coco shares in Q4 2023, an estimated $299K.
Harbour Capital Advisors first reported a position in Vita Coco in Q3 2023 and held it in 1 quarter.
Harbour Capital Advisors's Vita Coco position peaked at $299K in Q3 2023.
181 funds tracked by Wall St. Rank held Vita Coco as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.