Kennedy Capital Management’s HarborOne Bancorp HONE Stock Holding History

Kennedy Capital Management’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
2022 Q1	–	Sell	-157,336	Closed	-$2.33M	–	616
2021 Q4	$2.33M	Sell	157,336 -231,290	-60%	-$3.36M	0.05%	436
2021 Q3	$5.46M	Sell	388,626 -850,849	-69%	-$11.8M	0.12%	318
2021 Q2	$17.8M	Sell	1,239,475 -258,931	-17%	-$3.74M	0.38%	54
2021 Q1	$20.2M	Buy	1,498,406 +13,910	+0.9%	+$169K	0.41%	43
2020 Q4	$16.1M	Sell	1,484,496 -41,315	-3%	-$407K	0.36%	57
2020 Q3	$12.3M	Buy	1,525,811 +218,947	+17%	+$1.87M	0.35%	60
2020 Q2	$11.2M	Buy	1,306,864 +350,603	+37%	+$2.8M	0.32%	67
2020 Q1	$7.2M	Buy	956,261 +551,880	+136%	+$5.53M	0.26%	101
2019 Q4	$4.44M	Buy	+404,381	New	+$4.24M	0.11%	370

Other funds holding HONE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCM

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

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Kennedy Capital Management's HONE Position: Q1 2022 in Review

Kennedy Capital Management sold out of HarborOne Bancorp (HONE) in Q1 2022, closing a stake of 157,336 shares — an estimated $2.33M sold.

Kennedy Capital Management first reported a position in HONE in Q4 2019 and held it in 9 quarters. The position peaked at $20.2M in Q1 2021. 113 funds tracked by Wall St. Rank hold HONE as of Q1 2022.

Kennedy Capital Management reported no remaining HarborOne Bancorp position as of Q1 2022 after selling out during the quarter.
Kennedy Capital Management sold 157,336 HarborOne Bancorp shares in Q1 2022, an estimated $2.33M.
Kennedy Capital Management first reported a position in HarborOne Bancorp in Q4 2019 and held it in 9 quarters.
Kennedy Capital Management's HarborOne Bancorp position peaked at $20.2M in Q1 2021.
113 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q1 2022.

Based on Kennedy Capital Management's 13F filing for Q1 2022, filed 16 May 2022.