KFS
HONE

Kelly Financial Services’s HarborOne Bancorp HONE Stock Holding History

Kelly Financial Services’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
2019
Q3 		– Sell
-323
Closed -$3.37K – 557
2019
Q2 		$3.37K Hold
323
– – ﹤0.01% 330
2019
Q1 		$3.1K Buy
+323
New +$2.9K ﹤0.01% 340

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kelly Financial Services's HONE Position: Q3 2019 in Review

Kelly Financial Services sold out of HarborOne Bancorp (HONE) in Q3 2019, closing a stake of 323 shares — an estimated $3.37K sold.

Kelly Financial Services first reported a position in HONE in Q1 2019 and held it in 2 quarters. The position peaked at $3.37K in Q2 2019. 88 funds tracked by Wall St. Rank hold HONE as of Q3 2019.

  • Kelly Financial Services reported no remaining HarborOne Bancorp position as of Q3 2019 after selling out during the quarter.
  • Kelly Financial Services sold 323 HarborOne Bancorp shares in Q3 2019, an estimated $3.37K.
  • Kelly Financial Services first reported a position in HarborOne Bancorp in Q1 2019 and held it in 2 quarters.
  • Kelly Financial Services's HarborOne Bancorp position peaked at $3.37K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2019.

Based on Kelly Financial Services's 13F filing for Q3 2019, filed 17 Jul 2024.