MC
HAR

Montag & Caldwell’s Harman International Industries HAR Stock Holding History

Montag & Caldwell’s Portfolio HAR Stock Details HAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,809
Closed -$406K – 97
2016
Q3 		$406K Sell
4,809
-6,316
-57% -$518K 0.01% 79
2016
Q2 		$799K Buy
11,125
+3,082
+38% +$240K 0.02% 60
2016
Q1 		$716K Sell
8,043
-33
-0.4% -$2.62K 0.01% 66
2015
Q4 		$761K Buy
8,076
+161
+2% +$16.3K 0.01% 57
2015
Q3 		$760K Buy
7,915
+180
+2% +$18.9K 0.01% 56
2015
Q2 		$920K Sell
7,735
-420
-5% -$54.1K 0.01% 55
2015
Q1 		$1.09M Buy
8,155
+315
+4% +$39.2K 0.01% 52
2014
Q4 		$837K Sell
7,840
-640
-8% -$65.9K 0.01% 63
2014
Q3 		$831K Sell
8,480
-4,170
-33% -$465K 0.01% 59
2014
Q2 		$1.36M Sell
12,650
-70
-0.6% -$7.43K 0.01% 46
2014
Q1 		$1.35M Sell
12,720
-110
-0.9% -$11K 0.01% 51
2013
Q4 		$1.05M Sell
12,830
-1,250
-9% -$96.5K 0.01% 69
2013
Q3 		$933K Buy
+14,080
New +$879K 0.01% 72

Other funds holding HAR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Caldwell's HAR Position: Q4 2016 in Review

Montag & Caldwell sold out of Harman International Industries (HAR) in Q4 2016, closing a stake of 4,809 shares — an estimated $406K sold.

Montag & Caldwell first reported a position in HAR in Q3 2013 and held it in 13 quarters. The position peaked at $1.36M in Q2 2014. 475 funds tracked by Wall St. Rank hold HAR as of Q4 2016.

  • Montag & Caldwell reported no remaining Harman International Industries position as of Q4 2016 after selling out during the quarter.
  • Montag & Caldwell sold 4,809 Harman International Industries shares in Q4 2016, an estimated $406K.
  • Montag & Caldwell first reported a position in Harman International Industries in Q3 2013 and held it in 13 quarters.
  • Montag & Caldwell's Harman International Industries position peaked at $1.36M in Q2 2014.
  • 475 funds tracked by Wall St. Rank held Harman International Industries as of Q4 2016.

Based on Montag & Caldwell's 13F filing for Q4 2016, filed 7 Feb 2017.