Sutton Wealth Advisors’s Haemonetics HAE Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-7	Closed	-$551	–	1121
2022 Q4	$551	Hold	7	–	–	﹤0.01%	1465
2022 Q3	$518	Hold	7	–	–	﹤0.01%	1465
2022 Q2	$456	Sell	7 -8	-53%	-$473	﹤0.01%	1479
2022 Q1	$948	Buy	15 +8	+114%	+$435	﹤0.01%	1355
2021 Q4	$371	Buy	+7	New	+$427	﹤0.01%	1581
2018 Q4	–	Sell	-115	Closed	-$13.2K	–	1152
2018 Q3	$13.2K	Sell	115 -25	-18%	-$2.59K	0.01%	728
2018 Q2	$12.6K	Sell	140 -681	-83%	-$57.5K	0.01%	771
2018 Q1	$60.1K	Hold	821	–	–	0.04%	243
2017 Q4	$47.7K	Hold	821	–	–	0.03%	287
2017 Q3	$36.8K	Hold	821	–	–	0.03%	346
2017 Q2	$32.4K	Hold	821	–	–	0.03%	363
2017 Q1	$33.3K	Hold	821	–	–	0.03%	352
2016 Q4	$33K	Hold	821	–	–	0.03%	348
2016 Q3	$29.7K	Hold	821	–	–	0.03%	356
2016 Q2	$23.8K	Sell	821 -398	-33%	-$12K	0.02%	402
2016 Q1	$42.6K	Buy	+1,219	New	+$39.4K	0.04%	270

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's HAE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Haemonetics (HAE) in Q1 2023, closing a stake of 7 shares — an estimated $551 sold.

Sutton Wealth Advisors first reported a position in HAE in Q1 2016 and held it in 16 quarters. The position peaked at $60.1K in Q1 2018. 301 funds tracked by Wall St. Rank hold HAE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Haemonetics position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 7 Haemonetics shares in Q1 2023, an estimated $551.
Sutton Wealth Advisors first reported a position in Haemonetics in Q1 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Haemonetics position peaked at $60.1K in Q1 2018.
301 funds tracked by Wall St. Rank held Haemonetics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.