HeadInvest LLC’s HarborOne Bancorp HONE Stock Holding History

HeadInvest LLC’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,488	Closed	-$41.9K	–	417
2023 Q3	$41.9K	Buy	+4,488	New	+$43.8K	0.01%	370

Other funds holding HONE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HeadInvest LLC's HONE Position: Q4 2023 in Review

HeadInvest LLC sold out of HarborOne Bancorp (HONE) in Q4 2023, closing a stake of 4,488 shares — an estimated $41.9K sold.

HeadInvest LLC first reported a position in HONE in Q3 2023 and held it in 1 quarter. The position peaked at $41.9K in Q3 2023. 106 funds tracked by Wall St. Rank hold HONE as of Q4 2023.

HeadInvest LLC reported no remaining HarborOne Bancorp position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 4,488 HarborOne Bancorp shares in Q4 2023, an estimated $41.9K.
HeadInvest LLC first reported a position in HarborOne Bancorp in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's HarborOne Bancorp position peaked at $41.9K in Q3 2023.
106 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.