MSA
HONE

Marino Stram & Associates’s HarborOne Bancorp HONE Stock Holding History

Marino Stram & 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
2024
Q3 		– Sell
-10,742
Closed -$120K – 170
2024
Q2 		$120K Buy
10,742
+520
+5% +$5.34K 0.03% 162
2024
Q1 		$109K Hold
10,222
– – 0.03% 168
2023
Q4 		$122K Hold
10,222
– – 0.03% 165
2023
Q3 		$97.3K Hold
10,222
– – 0.03% 156
2023
Q2 		$88.7K Hold
10,222
– – 0.03% 160
2023
Q1 		$125K Hold
10,222
– – 0.04% 151
2022
Q4 		$142K Hold
10,222
– – 0.04% 148
2022
Q3 		$137K Buy
+10,222
New +$144K 0.05% 136

Other funds holding HONE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Marino Stram & Associates's HONE Position: Q3 2024 in Review

Marino Stram & Associates sold out of HarborOne Bancorp (HONE) in Q3 2024, closing a stake of 10,742 shares — an estimated $120K sold.

Marino Stram & Associates first reported a position in HONE in Q3 2022 and held it in 8 quarters. The position peaked at $142K in Q4 2022. 124 funds tracked by Wall St. Rank hold HONE as of Q3 2024.

  • Marino Stram & Associates reported no remaining HarborOne Bancorp position as of Q3 2024 after selling out during the quarter.
  • Marino Stram & Associates sold 10,742 HarborOne Bancorp shares in Q3 2024, an estimated $120K.
  • Marino Stram & Associates first reported a position in HarborOne Bancorp in Q3 2022 and held it in 8 quarters.
  • Marino Stram & Associates's HarborOne Bancorp position peaked at $142K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2024.

Based on Marino Stram & Associates's 13F filing for Q3 2024, filed 21 Oct 2024.