Level Four Advisory Services’s Haemonetics HAE Stock Holding History

Level Four Advisory Services’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
2023 Q4	–	Sell	-5,083	Closed	-$455K	–	815
2023 Q3	$455K	Sell	5,083 -21	-0.4%	-$1.88K	0.03%	469
2023 Q2	$435K	Buy	+5,104	New	+$432K	0.03%	521

Other funds holding HAE

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Level Four Advisory Services's HAE Position: Q4 2023 in Review

Level Four Advisory Services sold out of Haemonetics (HAE) in Q4 2023, closing a stake of 5,083 shares — an estimated $455K sold.

Level Four Advisory Services first reported a position in HAE in Q2 2023 and held it in 2 quarters. The position peaked at $455K in Q3 2023. 295 funds tracked by Wall St. Rank hold HAE as of Q4 2023.

Level Four Advisory Services reported no remaining Haemonetics position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,083 Haemonetics shares in Q4 2023, an estimated $455K.
Level Four Advisory Services first reported a position in Haemonetics in Q2 2023 and held it in 2 quarters.
Level Four Advisory Services's Haemonetics position peaked at $455K in Q3 2023.
295 funds tracked by Wall St. Rank held Haemonetics as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.