Jacobs Levy Equity Management
HBIO icon

Jacobs Levy Equity Management’s Harvard Bioscience HBIO Stock Holding History

Jacobs Levy Equity Management’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,501
Closed -$137K – 1128
2024
Q4 		$137K Buy
+6,501
New +$149K ﹤0.01% 910
2024
Q3 		– Sell
-1,002
Closed -$28.5K – 991
2024
Q2 		$28.5K Sell
1,002
-5,456
-84% -$191K ﹤0.01% 945
2024
Q1 		$274K Sell
6,458
-293
-4% -$13.2K ﹤0.01% 867
2023
Q4 		$361K Sell
6,751
-1,523
-18% -$68.8K ﹤0.01% 869
2023
Q3 		$356K Sell
8,274
-1,490
-15% -$68.8K ﹤0.01% 858
2023
Q2 		$536K Sell
9,764
-2,163
-18% -$119K ﹤0.01% 812
2023
Q1 		$501K Sell
11,927
-1,842
-13% -$54.6K ﹤0.01% 803
2022
Q4 		$381K Sell
13,769
-12,532
-48% -$309K ﹤0.01% 831
2022
Q3 		$673K Buy
+26,301
New +$870K 0.01% 785
2021
Q1 		– Sell
-7,106
Closed -$305K – 1060
2020
Q4 		$305K Buy
7,106
+543
+8% +$20.3K ﹤0.01% 921
2020
Q3 		$198K Sell
6,563
-292
-4% -$9.82K ﹤0.01% 963
2020
Q2 		$213K Buy
+6,855
New +$185K ﹤0.01% 941
2017
Q2 		– Sell
-6,147
Closed -$160K – 965
2017
Q1 		$160K Buy
6,147
+716
+13% +$20.6K ﹤0.01% 818
2016
Q4 		$166K Buy
+5,431
New +$138K ﹤0.01% 850

Other funds holding HBIO

AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's HBIO Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Harvard Bioscience (HBIO) in Q1 2025, closing a stake of 6,501 shares — an estimated $137K sold.

Jacobs Levy Equity Management first reported a position in HBIO in Q4 2016 and held it in 14 quarters. The position peaked at $673K in Q3 2022. 91 funds tracked by Wall St. Rank hold HBIO as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Harvard Bioscience position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,501 Harvard Bioscience shares in Q1 2025, an estimated $137K.
  • Jacobs Levy Equity Management first reported a position in Harvard Bioscience in Q4 2016 and held it in 14 quarters.
  • Jacobs Levy Equity Management's Harvard Bioscience position peaked at $673K in Q3 2022.
  • 91 funds tracked by Wall St. Rank held Harvard Bioscience as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.