LVZ Inc’s Haemonetics HAE Stock Holding History

LVZ Inc’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
2024 Q1	–	Sell	-3,006	Closed	-$257K	–	150
2023 Q4	$257K	Buy	3,006 +259	+9%	+$22.4K	0.04%	116
2023 Q3	$246K	Sell	2,747 -1,036	-27%	-$92.5K	0.04%	97
2023 Q2	$322K	Buy	+3,783	New	+$320K	0.04%	110

Other funds holding HAE

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 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

LVZ Inc's HAE Position: Q1 2024 in Review

LVZ Inc sold out of Haemonetics (HAE) in Q1 2024, closing a stake of 3,006 shares — an estimated $257K sold.

LVZ Inc first reported a position in HAE in Q2 2023 and held it in 3 quarters. The position peaked at $322K in Q2 2023. 298 funds tracked by Wall St. Rank hold HAE as of Q1 2024.

LVZ Inc reported no remaining Haemonetics position as of Q1 2024 after selling out during the quarter.
LVZ Inc sold 3,006 Haemonetics shares in Q1 2024, an estimated $257K.
LVZ Inc first reported a position in Haemonetics in Q2 2023 and held it in 3 quarters.
LVZ Inc's Haemonetics position peaked at $322K in Q2 2023.
298 funds tracked by Wall St. Rank held Haemonetics as of Q1 2024.

Based on LVZ Inc's 13F filing for Q1 2024, filed 17 Apr 2024.