Investors Research Corp’s Happen Inc HAPN Stock Holding History

Investors Research Corp’s Portfolio HAPN Stock Details HAPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-575	Closed	-$6.57K	–	972
2024 Q3	$6.57K	Hold	575	–	–	﹤0.01%	737
2024 Q2	$4.87K	Hold	575	–	–	﹤0.01%	826
2024 Q1	$5.05K	Hold	575	–	–	﹤0.01%	806
2023 Q4	$5.03K	Hold	575	–	–	﹤0.01%	827
2023 Q3	$3.51K	Hold	575	–	–	﹤0.01%	884
2023 Q2	$5.61K	Hold	575	–	–	﹤0.01%	843
2023 Q1	$4.15K	Hold	575	–	–	﹤0.01%	897
2022 Q4	$5.06K	Hold	575	–	–	﹤0.01%	873
2022 Q3	$6K	Hold	575	–	–	﹤0.01%	834
2022 Q2	$7K	Hold	575	–	–	﹤0.01%	799
2022 Q1	$9K	Hold	575	–	–	﹤0.01%	776
2021 Q4	$14K	Hold	575	–	–	﹤0.01%	717
2021 Q3	$16K	Hold	575	–	–	0.01%	712
2021 Q2	$10K	Hold	575	–	–	﹤0.01%	776
2021 Q1	$9K	Buy	+575	New	+$7.57K	﹤0.01%	793

Other funds holding HAPN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Investors Research Corp's HAPN Position: Q4 2024 in Review

Investors Research Corp sold out of Happen Inc (HAPN) in Q4 2024, closing a stake of 575 shares — an estimated $6.57K sold.

Investors Research Corp first reported a position in HAPN in Q1 2021 and held it in 15 quarters. The position peaked at $16K in Q3 2021. 237 funds tracked by Wall St. Rank hold HAPN as of Q4 2024.

Investors Research Corp reported no remaining Happen Inc position as of Q4 2024 after selling out during the quarter.
Investors Research Corp sold 575 Happen Inc shares in Q4 2024, an estimated $6.57K.
Investors Research Corp first reported a position in Happen Inc in Q1 2021 and held it in 15 quarters.
Investors Research Corp's Happen Inc position peaked at $16K in Q3 2021.
237 funds tracked by Wall St. Rank held Happen Inc as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.