NMM
HQH

Naples Money Management’s abrdn Healthcare Investors HQH Stock Holding History

Naples Money Management’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$93 – 408
2024
Q2 		$80 Hold
5
– – ﹤0.01% 390
2024
Q1 		$77 Buy
+5
New +$85 ﹤0.01% 392

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Naples Money Management's HQH Position: Q3 2024 in Review

Naples Money Management sold out of abrdn Healthcare Investors (HQH) in Q3 2024, closing a stake of 5 shares — an estimated $93 sold.

Naples Money Management first reported a position in HQH in Q1 2024 and held it in 2 quarters. The position peaked at $80 in Q2 2024. 122 funds tracked by Wall St. Rank hold HQH as of Q3 2024.

  • Naples Money Management reported no remaining abrdn Healthcare Investors position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 5 abrdn Healthcare Investors shares in Q3 2024, an estimated $93.
  • Naples Money Management first reported a position in abrdn Healthcare Investors in Q1 2024 and held it in 2 quarters.
  • Naples Money Management's abrdn Healthcare Investors position peaked at $80 in Q2 2024.
  • 122 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.