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Summit Securities Group’s Harvard Bioscience HBIO Stock Holding History

Summit Securities Group’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$1K – 700
2024
Q2 		$1K Buy
+31
New +$1.09K ﹤0.01% 543

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Summit Securities Group's HBIO Position: Q3 2024 in Review

Summit Securities Group sold out of Harvard Bioscience (HBIO) in Q3 2024, closing a stake of 31 shares — an estimated $1K sold.

Summit Securities Group first reported a position in HBIO in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 94 funds tracked by Wall St. Rank hold HBIO as of Q3 2024.

  • Summit Securities Group reported no remaining Harvard Bioscience position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 31 Harvard Bioscience shares in Q3 2024, an estimated $1K.
  • Summit Securities Group first reported a position in Harvard Bioscience in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's Harvard Bioscience position peaked at $1K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Harvard Bioscience as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.