PPA
HBT icon

Parametric Portfolio Associates’s HBT Financial HBT Stock Holding History

Parametric Portfolio Associates’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$644K Sell
35,409
-1,060
-3% -$20.2K ﹤0.01% 2973
2021
Q4 		$683K Buy
36,469
+9,214
+34% +$166K ﹤0.01% 2939
2021
Q3 		$424K Buy
27,255
+663
+2% +$10.7K ﹤0.01% 3174
2021
Q2 		$463K Buy
+26,592
New +$472K ﹤0.01% 3119
2021
Q1 		– Sell
-14,603
Closed -$221K – 4064
2020
Q4 		$221K Buy
14,603
+53
+0.4% +$719 ﹤0.01% 3731
2020
Q3 		$163K Buy
14,550
+607
+4% +$7.43K ﹤0.01% 3714
2020
Q2 		$186K Buy
+13,943
New +$167K ﹤0.01% 3646

Other funds holding HBT

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return