Principal Financial Group
HONE

Principal Financial Group’s HarborOne Bancorp HONE Stock Holding History

Principal Financial Group’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
-74,624
Closed -$602K – 2436
2020
Q3 		$602K Buy
74,624
+35,151
+89% +$300K ﹤0.01% 1977
2020
Q2 		$337K Buy
+39,473
New +$316K ﹤0.01% 2063

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 $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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Principal Financial Group's HONE Position: Q4 2020 in Review

Principal Financial Group sold out of HarborOne Bancorp (HONE) in Q4 2020, closing a stake of 74,624 shares — an estimated $602K sold.

Principal Financial Group first reported a position in HONE in Q2 2020 and held it in 2 quarters. The position peaked at $602K in Q3 2020. 100 funds tracked by Wall St. Rank hold HONE as of Q4 2020.

  • Principal Financial Group reported no remaining HarborOne Bancorp position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 74,624 HarborOne Bancorp shares in Q4 2020, an estimated $602K.
  • Principal Financial Group first reported a position in HarborOne Bancorp in Q2 2020 and held it in 2 quarters.
  • Principal Financial Group's HarborOne Bancorp position peaked at $602K in Q3 2020.
  • 100 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.