Steward Partners Investment Advisory’s HarborOne Bancorp HONE Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-179	Closed	-$1K	–	2698
2020 Q1	$1K	Hold	179	–	–	﹤0.01%	2380
2019 Q4	$1K	Hold	179	–	–	﹤0.01%	2514
2019 Q3	$1K	Sell	179 -1	-0.6%	-$10	﹤0.01%	2525
2019 Q2	$1K	Buy	+180	New	+$1.82K	﹤0.01%	2527
2018 Q4	–	Sell	-180	Closed	-$2K	–	1363
2018 Q3	$2K	Hold	180	–	–	﹤0.01%	2373
2018 Q2	$2K	Hold	180	–	–	﹤0.01%	2222
2018 Q1	$1K	Hold	180	–	–	﹤0.01%	2136
2017 Q4	$1K	Hold	180	–	–	﹤0.01%	1783
2017 Q3	$1K	Hold	180	–	–	﹤0.01%	1594
2017 Q2	$1K	Buy	+180	New	+$2.02K	﹤0.01%	1522

Other funds holding HONE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

Steward Partners Investment Advisory's HONE Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of HarborOne Bancorp (HONE) in Q2 2020, closing a stake of 179 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in HONE in Q2 2017 and held it in 10 quarters. The position peaked at $2K in Q3 2018. 105 funds tracked by Wall St. Rank hold HONE as of Q2 2020.

Steward Partners Investment Advisory reported no remaining HarborOne Bancorp position as of Q2 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 179 HarborOne Bancorp shares in Q2 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in HarborOne Bancorp in Q2 2017 and held it in 10 quarters.
Steward Partners Investment Advisory's HarborOne Bancorp position peaked at $2K in Q3 2018.
105 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.