Lynch & Associates’s HarborOne Bancorp HONE Stock Holding History

Lynch & Associates’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
2020 Q3	–	Sell	-12,454	Closed	-$106K	–	103
2020 Q2	$106K	Sell	12,454 -6,882	-36%	-$55K	0.03%	98
2020 Q1	$146K	Buy	19,336 +4,325	+29%	+$43.3K	0.05%	95
2019 Q4	$165K	Sell	15,011 -41,000	-73%	-$430K	0.05%	98
2019 Q3	$564K	Buy	56,011 +37,201	+198%	+$384K	0.17%	72
2019 Q2	$196K	Hold	18,810	–	–	0.06%	93
2019 Q1	$180K	Buy	+18,810	New	+$169K	0.06%	92

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Lynch & Associates's HONE Position: Q3 2020 in Review

Lynch & Associates sold out of HarborOne Bancorp (HONE) in Q3 2020, closing a stake of 12,454 shares — an estimated $106K sold.

Lynch & Associates first reported a position in HONE in Q1 2019 and held it in 6 quarters. The position peaked at $564K in Q3 2019. 104 funds tracked by Wall St. Rank hold HONE as of Q3 2020.

Lynch & Associates reported no remaining HarborOne Bancorp position as of Q3 2020 after selling out during the quarter.
Lynch & Associates sold 12,454 HarborOne Bancorp shares in Q3 2020, an estimated $106K.
Lynch & Associates first reported a position in HarborOne Bancorp in Q1 2019 and held it in 6 quarters.
Lynch & Associates's HarborOne Bancorp position peaked at $564K in Q3 2019.
104 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2020.

Based on Lynch & Associates's 13F filing for Q3 2020, filed 21 Oct 2020.