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JP Morgan Private Wealth Advisors’s Haemonetics HAE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,468
Closed -$274K – 1914
2021
Q1 		$274K Sell
2,468
-1,983
-45% -$245K ﹤0.01% 1567
2020
Q4 		$529K Buy
4,451
+1,532
+52% +$165K ﹤0.01% 1267
2020
Q3 		$255K Buy
+2,919
New +$255K ﹤0.01% 1424

Other funds holding HAE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HAE Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of Haemonetics (HAE) in Q2 2021, closing a stake of 2,468 shares — an estimated $274K sold.

JP Morgan Private Wealth Advisors first reported a position in HAE in Q3 2020 and held it in 3 quarters. The position peaked at $529K in Q4 2020. 258 funds tracked by Wall St. Rank hold HAE as of Q2 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Haemonetics position as of Q2 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,468 Haemonetics shares in Q2 2021, an estimated $274K.
  • JP Morgan Private Wealth Advisors first reported a position in Haemonetics in Q3 2020 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Haemonetics position peaked at $529K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Haemonetics as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.