HFM
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Harvest Fund Management’s Itron ITRI Stock Holding History

Harvest Fund Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-125
Closed -$16K – 644
2025
Q3 		$16K Hold
125
– – ﹤0.01% 505
2025
Q2 		$16K Hold
125
– – ﹤0.01% 497
2025
Q1 		$13K Sell
125
-6,175
-98% -$647K ﹤0.01% 572
2024
Q4 		$688K Buy
6,300
+6,205
+6,532% +$693K 0.03% 277
2024
Q3 		$10K Hold
95
– – ﹤0.01% 518
2024
Q2 		$9K Sell
95
-564
-86% -$56.8K ﹤0.01% 552
2024
Q1 		$61K Hold
659
– – 0.01% 487
2023
Q4 		$50K Buy
+659
New +$42.9K 0.01% 417
2020
Q2 		– Sell
-802
Closed -$44K – 485
2020
Q1 		$44K Buy
802
+616
+331% +$46.8K 0.01% 315
2019
Q4 		$16K Buy
+186
New +$14.6K ﹤0.01% 384

Other funds holding ITRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return