Northwestern Mutual Wealth Management
HONE

Northwestern Mutual Wealth Management’s HarborOne Bancorp HONE Stock Holding History

Northwestern Mutual Wealth Management’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
2023
Q2 		– Sell
-5,000
Closed -$61K – 3455
2023
Q1 		$61K Hold
5,000
– – ﹤0.01% 1875
2022
Q4 		$69.5K Buy
+5,000
New +$71.2K ﹤0.01% 1799
2021
Q1 		– Sell
-5,000
Closed -$54K – 2864
2020
Q4 		$54K Buy
+5,000
New +$49.3K ﹤0.01% 1622

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's HONE Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of HarborOne Bancorp (HONE) in Q2 2023, closing a stake of 5,000 shares — an estimated $61K sold.

Northwestern Mutual Wealth Management first reported a position in HONE in Q4 2020 and held it in 3 quarters. The position peaked at $69.5K in Q4 2022. 111 funds tracked by Wall St. Rank hold HONE as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining HarborOne Bancorp position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5,000 HarborOne Bancorp shares in Q2 2023, an estimated $61K.
  • Northwestern Mutual Wealth Management first reported a position in HarborOne Bancorp in Q4 2020 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's HarborOne Bancorp position peaked at $69.5K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.