One Wealth Advisors’s Haemonetics HAE Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-1,427	Closed	-$112K	–	358
2022 Q4	$112K	Buy	+1,427	New	+$115K	0.03%	273
2019 Q3	–	Sell	-4,236	Closed	-$510K	–	121
2019 Q2	$510K	Sell	4,236 -258	-6%	-$25.4K	0.42%	34
2019 Q1	$393K	Buy	4,494 +221	+5%	+$20.1K	0.32%	48
2018 Q4	$428K	Buy	4,273 +6	+0.1%	+$630	0.43%	32
2018 Q3	$489K	Buy	+4,267	New	+$442K	0.37%	37

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

One Wealth Advisors's HAE Position: Q1 2023 in Review

One Wealth Advisors sold out of Haemonetics (HAE) in Q1 2023, closing a stake of 1,427 shares — an estimated $112K sold.

One Wealth Advisors first reported a position in HAE in Q3 2018 and held it in 5 quarters. The position peaked at $510K in Q2 2019. 300 funds tracked by Wall St. Rank hold HAE as of Q1 2023.

One Wealth Advisors reported no remaining Haemonetics position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,427 Haemonetics shares in Q1 2023, an estimated $112K.
One Wealth Advisors first reported a position in Haemonetics in Q3 2018 and held it in 5 quarters.
One Wealth Advisors's Haemonetics position peaked at $510K in Q2 2019.
300 funds tracked by Wall St. Rank held Haemonetics as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.