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Steward Financial Group’s Haemonetics HAE Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+37
New +$3.3K ﹤0.01% 836
2022
Q3 		– Sell
-20
Closed -$1K – 605
2022
Q2 		$1K Buy
+20
New +$1.18K ﹤0.01% 750

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Financial Group's HAE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Haemonetics (HAE) in Q3 2023: 37 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HAE as recently as Q2 2022.

Steward Financial Group first reported a position in HAE in Q2 2022 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold HAE as of Q3 2023.

  • Steward Financial Group held 37 shares of Haemonetics worth $3K as of Q3 2023.
  • Haemonetics was a new Steward Financial Group position in Q3 2023.
  • Haemonetics made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #836 holding.
  • Steward Financial Group first reported a position in Haemonetics in Q2 2022 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Haemonetics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.