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Orion Capital Management’s Haemonetics HAE Stock Holding History

Orion Capital 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
-266
Closed -$22.7K – 513
2023
Q4 		$22.7K Hold
266
– – 0.01% 324
2023
Q3 		$23.8K Buy
+266
New +$23.7K 0.02% 304
2023
Q2 		– Sell
-266
Closed -$22K – 266
2023
Q1 		$22K Buy
+266
New +$21.5K 0.01% 306

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

Orion Capital Management's HAE Position: Q1 2024 in Review

Orion Capital Management sold out of Haemonetics (HAE) in Q1 2024, closing a stake of 266 shares — an estimated $22.7K sold.

Orion Capital Management first reported a position in HAE in Q1 2023 and held it in 3 quarters. The position peaked at $23.8K in Q3 2023. 298 funds tracked by Wall St. Rank hold HAE as of Q1 2024.

  • Orion Capital Management reported no remaining Haemonetics position as of Q1 2024 after selling out during the quarter.
  • Orion Capital Management sold 266 Haemonetics shares in Q1 2024, an estimated $22.7K.
  • Orion Capital Management first reported a position in Haemonetics in Q1 2023 and held it in 3 quarters.
  • Orion Capital Management's Haemonetics position peaked at $23.8K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Haemonetics as of Q1 2024.

Based on Orion Capital Management's 13F filing for Q1 2024, filed 10 May 2024.