Mackenzie Financial’s Harvard Bioscience HBIO Stock Holding History

Mackenzie Financial’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	-1,054	Closed	-$65K	–	1496
2022 Q1	$65K	Hold	1,054	–	–	﹤0.01%	1362
2021 Q4	$74K	Sell	1,054 -11	-1%	-$782	﹤0.01%	1379
2021 Q3	$74K	Buy	+1,065	New	+$84.8K	﹤0.01%	1388
2021 Q2	–	Sell	-1,000	Closed	-$55K	–	1256
2021 Q1	$55K	Sell	1,000 -560	-36%	-$27.2K	﹤0.01%	1108
2020 Q4	$67K	Hold	1,560	–	–	﹤0.01%	1017
2020 Q3	$47K	Buy	+1,560	New	+$52.5K	﹤0.01%	970

Other funds holding HBIO

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

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

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

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

Mackenzie Financial's HBIO Position: Q2 2022 in Review

Mackenzie Financial sold out of Harvard Bioscience (HBIO) in Q2 2022, closing a stake of 1,054 shares — an estimated $65K sold.

Mackenzie Financial first reported a position in HBIO in Q3 2020 and held it in 6 quarters. The position peaked at $74K in Q4 2021. 90 funds tracked by Wall St. Rank hold HBIO as of Q2 2022.

Mackenzie Financial reported no remaining Harvard Bioscience position as of Q2 2022 after selling out during the quarter.
Mackenzie Financial sold 1,054 Harvard Bioscience shares in Q2 2022, an estimated $65K.
Mackenzie Financial first reported a position in Harvard Bioscience in Q3 2020 and held it in 6 quarters.
Mackenzie Financial's Harvard Bioscience position peaked at $74K in Q4 2021.
90 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2022.

Based on Mackenzie Financial's 13F filing for Q2 2022, filed 10 Aug 2022.