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Maltese Capital Management’s Heritage Financial HFWA Stock Holding History

Maltese Capital Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-160,000
Closed -$2.88M – 107
2024
Q2 		$2.88M Buy
+160,000
New +$2.87M 0.53% 49
2015
Q2 		– Sell
-75,000
Closed -$1.27M – 211
2015
Q1 		$1.27M Buy
+75,000
New +$1.23M 0.15% 161
2013
Q3 		– Sell
-468,600
Closed -$6.87M – 173
2013
Q2 		$6.87M Buy
+468,600
New +$6.55M 0.72% 54

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Maltese Capital Management's HFWA Position: Q3 2024 in Review

Maltese Capital Management sold out of Heritage Financial (HFWA) in Q3 2024, closing a stake of 160,000 shares — an estimated $2.88M sold.

Maltese Capital Management first reported a position in HFWA in Q2 2013 and held it in 3 quarters. The position peaked at $6.87M in Q2 2013. 165 funds tracked by Wall St. Rank hold HFWA as of Q3 2024.

  • Maltese Capital Management reported no remaining Heritage Financial position as of Q3 2024 after selling out during the quarter.
  • Maltese Capital Management sold 160,000 Heritage Financial shares in Q3 2024, an estimated $2.88M.
  • Maltese Capital Management first reported a position in Heritage Financial in Q2 2013 and held it in 3 quarters.
  • Maltese Capital Management's Heritage Financial position peaked at $6.87M in Q2 2013.
  • 165 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2024.

Based on Maltese Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.