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Robotti Robert’s Horizon Technology Finance HRZN Stock Holding History

Robotti Robert’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32,500
Closed -$393K – 62
2023
Q2 		$393K Buy
+32,500
New +$389K 0.06% 50

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Robotti Robert's HRZN Position: Q3 2023 in Review

Robotti Robert sold out of Horizon Technology Finance (HRZN) in Q3 2023, closing a stake of 32,500 shares — an estimated $393K sold.

Robotti Robert first reported a position in HRZN in Q2 2023 and held it in 1 quarter. The position peaked at $393K in Q2 2023. 45 funds tracked by Wall St. Rank hold HRZN as of Q3 2023.

  • Robotti Robert reported no remaining Horizon Technology Finance position as of Q3 2023 after selling out during the quarter.
  • Robotti Robert sold 32,500 Horizon Technology Finance shares in Q3 2023, an estimated $393K.
  • Robotti Robert first reported a position in Horizon Technology Finance in Q2 2023 and held it in 1 quarter.
  • Robotti Robert's Horizon Technology Finance position peaked at $393K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2023.

Based on Robotti Robert's 13F filing for Q3 2023, filed 14 Nov 2023.