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McGlone Suttner Wealth Management’s Haemonetics HAE Stock Holding History

McGlone Suttner Wealth Management’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-240
Closed -$20.5K – 446
2023
Q4 		$20.5K Buy
+240
New +$20.7K ﹤0.01% 435

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McGlone Suttner Wealth Management's HAE Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Haemonetics (HAE) in Q1 2024, closing a stake of 240 shares — an estimated $20.5K sold.

McGlone Suttner Wealth Management first reported a position in HAE in Q4 2023 and held it in 1 quarter. The position peaked at $20.5K in Q4 2023. 298 funds tracked by Wall St. Rank hold HAE as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Haemonetics position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 240 Haemonetics shares in Q1 2024, an estimated $20.5K.
  • McGlone Suttner Wealth Management first reported a position in Haemonetics in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Haemonetics position peaked at $20.5K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Haemonetics as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.