Man Group
HFWA icon

Man Group’s Heritage Financial HFWA Stock Holding History

Man Group’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
2022
Q2 		– Sell
-13,184
Closed -$330K – 2208
2022
Q1 		$330K Sell
13,184
-6,087
-32% -$155K ﹤0.01% 1724
2021
Q4 		$471K Buy
+19,271
New +$475K ﹤0.01% 1554
2018
Q3 		– Sell
-6,227
Closed -$217K – 2139
2018
Q2 		$217K Buy
+6,227
New +$200K ﹤0.01% 1993

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Man Group's HFWA Position: Q2 2022 in Review

Man Group sold out of Heritage Financial (HFWA) in Q2 2022, closing a stake of 13,184 shares — an estimated $330K sold.

Man Group first reported a position in HFWA in Q2 2018 and held it in 3 quarters. The position peaked at $471K in Q4 2021. 152 funds tracked by Wall St. Rank hold HFWA as of Q2 2022.

  • Man Group reported no remaining Heritage Financial position as of Q2 2022 after selling out during the quarter.
  • Man Group sold 13,184 Heritage Financial shares in Q2 2022, an estimated $330K.
  • Man Group first reported a position in Heritage Financial in Q2 2018 and held it in 3 quarters.
  • Man Group's Heritage Financial position peaked at $471K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2022.

Based on Man Group's 13F filing for Q2 2022, filed 15 Aug 2022.