PFGIA
HONE

Patriot Financial Group Insurance Agency’s HarborOne Bancorp HONE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-39
Closed – – 1904
2020
Q3 		$0 Hold
39
– – ﹤0.01% 1744
2020
Q2 		$0 Hold
39
– – ﹤0.01% 1729
2020
Q1 		$0 Hold
39
– – ﹤0.01% 1638
2019
Q4 		$0 Buy
+39
New +$409 ﹤0.01% 1373

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HONE Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of HarborOne Bancorp (HONE) in Q4 2020, closing a stake of 39 shares.

Patriot Financial Group Insurance Agency first reported a position in HONE in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 100 funds tracked by Wall St. Rank hold HONE as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining HarborOne Bancorp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 39 HarborOne Bancorp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in HarborOne Bancorp in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's HarborOne Bancorp position peaked at $0 in Q3 2020.
  • 100 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.