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Lake Street Advisors Group’s Harvard Bioscience HBIO Stock Holding History

Lake Street Advisors Group’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
2022
Q2 		– Sell
-1,248
Closed -$78K – 326
2022
Q1 		$78K Buy
+1,248
New +$73.8K 0.01% 217

Other funds holding HBIO

HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
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

Lake Street Advisors Group's HBIO Position: Q2 2022 in Review

Lake Street Advisors Group sold out of Harvard Bioscience (HBIO) in Q2 2022, closing a stake of 1,248 shares — an estimated $78K sold.

Lake Street Advisors Group first reported a position in HBIO in Q1 2022 and held it in 1 quarter. The position peaked at $78K in Q1 2022. 90 funds tracked by Wall St. Rank hold HBIO as of Q2 2022.

  • Lake Street Advisors Group reported no remaining Harvard Bioscience position as of Q2 2022 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,248 Harvard Bioscience shares in Q2 2022, an estimated $78K.
  • Lake Street Advisors Group first reported a position in Harvard Bioscience in Q1 2022 and held it in 1 quarter.
  • Lake Street Advisors Group's Harvard Bioscience position peaked at $78K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2022.

Based on Lake Street Advisors Group's 13F filing for Q2 2022, filed 2 Aug 2022.