Institutional & Family Asset Management’s Harrow HROW Stock Holding History

Institutional & Family Asset Management’s Portfolio HROW Stock Details HROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$7.04K	Hold	337	–	–	﹤0.01%	455
2024 Q1	$4.46K	Hold	337	–	–	﹤0.01%	508
2023 Q4	$3.77K	Hold	337	–	–	﹤0.01%	513
2023 Q3	$4.84K	Hold	337	–	–	﹤0.01%	469
2023 Q2	$6.42K	Hold	337	–	–	﹤0.01%	440
2023 Q1	$7.13K	Hold	337	–	–	﹤0.01%	417
2022 Q4	$4.97K	Hold	337	–	–	﹤0.01%	473
2022 Q3	$4K	Hold	337	–	–	﹤0.01%	509
2022 Q2	$2K	Hold	337	–	–	﹤0.01%	605
2022 Q1	$2K	Hold	337	–	–	﹤0.01%	645
2021 Q4	$3K	Hold	337	–	–	﹤0.01%	625
2021 Q3	$3K	Sell	337 -7,066	-95%	-$64K	﹤0.01%	738
2021 Q2	$69K	Hold	7,403	–	–	0.01%	294
2021 Q1	$50K	Hold	7,403	–	–	0.01%	354
2020 Q4	$51K	Hold	7,403	–	–	0.01%	319
2020 Q3	$41K	Hold	7,403	–	–	0.01%	307
2020 Q2	$39K	Hold	7,403	–	–	0.01%	323
2020 Q1	$28K	Hold	7,403	–	–	0.01%	320
2019 Q4	$58K	Hold	7,403	–	–	0.01%	304
2019 Q3	$42K	Hold	7,403	–	–	0.01%	311
2019 Q2	$64K	Sell	7,403 -31,666	-81%	-$175K	0.01%	283
2019 Q1	$195K	Sell	39,069 -46,500	-54%	-$281K	0.04%	175
2018 Q4	$487K	Sell	85,569 -75,010	-47%	-$322K	0.11%	109
2018 Q3	$446K	Sell	160,579 -2,280	-1%	-$6.17K	0.09%	124
2018 Q2	$358K	Buy	162,859 +31,666	+24%	+$70.8K	0.07%	134
2018 Q1	$231K	Sell	131,193 -634,836	-83%	-$1.13M	0.05%	161
2017 Q4	$1.3M	Buy	766,029 +31,666	+4%	+$52.8K	0.25%	78
2017 Q3	$1.18M	Buy	734,363 +40,000	+6%	+$90.2K	0.24%	80
2017 Q2	$2.22M	Hold	694,363	–	–	0.54%	61
2017 Q1	$2.9M	Sell	694,363 -20,000	-3%	-$51.9K	0.9%	60
2016 Q4	$1.79M	Buy	714,363 +91,619	+15%	+$244K	0.56%	62
2016 Q3	$2.37M	Hold	622,744	–	–	0.79%	62
2016 Q2	$2.34M	Hold	622,744	–	–	0.81%	62
2016 Q1	$4.32M	Hold	622,744	–	–	1.61%	10
2015 Q4	$4.32M	Buy	+622,744	New	+$4.23M	1.61%	10

Other funds holding HROW

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Institutional & Family Asset Management's HROW Position: Q2 2024 in Review

Institutional & Family Asset Management held its Harrow (HROW) position steady in Q2 2024 at 337 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Institutional & Family Asset Management first reported a position in HROW in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.32M in Q1 2016. 109 funds tracked by Wall St. Rank hold HROW as of Q2 2024.

Institutional & Family Asset Management held 337 shares of Harrow worth $7.04K as of Q2 2024.
Institutional & Family Asset Management left its Harrow share count unchanged in Q2 2024.
Harrow made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #455 holding.
Institutional & Family Asset Management first reported a position in Harrow in Q4 2015 and has held it in 35 quarters since.
Institutional & Family Asset Management's Harrow position peaked at $4.32M in Q1 2016.
109 funds tracked by Wall St. Rank held Harrow as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.