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Kennedy Capital Management’s Harvard Bioscience HBIO Stock Holding History

Kennedy Capital 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
2024
Q4 		– Sell
-12,854
Closed -$346K – 703
2024
Q3 		$346K Sell
12,854
-19,161
-60% -$564K 0.01% 648
2024
Q2 		$912K Sell
32,015
-137
-0.4% -$4.8K 0.02% 598
2024
Q1 		$1.36M Sell
32,152
-477
-1% -$21.4K 0.03% 586
2023
Q4 		$1.75M Sell
32,629
-506
-2% -$22.8K 0.04% 517
2023
Q3 		$1.42M Hold
33,135
– – 0.03% 525
2023
Q2 		$1.82M Hold
33,135
– – 0.04% 483
2023
Q1 		$1.39M Hold
33,135
– – 0.04% 447
2022
Q4 		$918K Sell
33,135
-5
-0% -$123 0.03% 500
2022
Q3 		$848K Sell
33,140
-51
-0.2% -$1.69K 0.03% 504
2022
Q2 		$1.2M Buy
+33,191
New +$1.5M 0.03% 453
2021
Q2 		– Sell
-72,597
Closed -$3.96M – 645
2021
Q1 		$3.96M Sell
72,597
-25,248
-26% -$1.23M 0.08% 417
2020
Q4 		$4.2M Sell
97,845
-9,890
-9% -$369K 0.09% 386
2020
Q3 		$3.24M Sell
107,735
-35,908
-25% -$1.21M 0.09% 400
2020
Q2 		$4.45M Buy
143,643
+26,648
+23% +$718K 0.13% 308
2020
Q1 		$2.59M Sell
116,995
-39,145
-25% -$1.06M 0.1% 390
2019
Q4 		$4.76M Buy
156,140
+44,285
+40% +$1.27M 0.12% 340
2019
Q3 		$3.44M Buy
111,855
+91,855
+459% +$2.28M 0.09% 428
2019
Q2 		$400K Buy
20,000
+17,740
+785% +$520K 0.01% 660
2019
Q1 		$97K Buy
+2,260
New +$81.9K ﹤0.01% 681
2017
Q2 		– Sell
-49,091
Closed -$1.28M – 721
2017
Q1 		$1.28M Sell
49,091
-184
-0.4% -$5.3K 0.02% 646
2016
Q4 		$1.5M Buy
49,275
+188
+0.4% +$4.78K 0.03% 635
2016
Q3 		$1.33M Buy
+49,087
New +$1.36M 0.03% 634
2013
Q3 		– Sell
-16,865
Closed -$601K – 760
2013
Q2 		$601K Buy
+16,865
New +$646K 0.01% 681

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Kennedy Capital Management's HBIO Position: Q4 2024 in Review

Kennedy Capital Management sold out of Harvard Bioscience (HBIO) in Q4 2024, closing a stake of 12,854 shares — an estimated $346K sold.

Kennedy Capital Management first reported a position in HBIO in Q2 2013 and held it in 23 quarters. The position peaked at $4.76M in Q4 2019. 95 funds tracked by Wall St. Rank hold HBIO as of Q4 2024.

  • Kennedy Capital Management reported no remaining Harvard Bioscience position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 12,854 Harvard Bioscience shares in Q4 2024, an estimated $346K.
  • Kennedy Capital Management first reported a position in Harvard Bioscience in Q2 2013 and held it in 23 quarters.
  • Kennedy Capital Management's Harvard Bioscience position peaked at $4.76M in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.