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Toth Financial Advisory’s Haemonetics HAE Stock Holding History

Toth Financial Advisory’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
2025
Q1 		– Sell
-20
Closed -$1.56K – 741
2024
Q4 		$1.56K Hold
20
– – ﹤0.01% 612
2024
Q3 		$1.61K Buy
+20
New +$1.62K ﹤0.01% 622
2019
Q4 		– Sell
-3,435
Closed -$433K – 499
2019
Q3 		$433K Hold
3,435
– – 0.09% 120
2019
Q2 		$413K Buy
+3,435
New +$338K 0.09% 116

Other funds holding HAE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Toth Financial Advisory's HAE Position: Q1 2025 in Review

Toth Financial Advisory sold out of Haemonetics (HAE) in Q1 2025, closing a stake of 20 shares — an estimated $1.56K sold.

Toth Financial Advisory first reported a position in HAE in Q2 2019 and held it in 4 quarters. The position peaked at $433K in Q3 2019. 314 funds tracked by Wall St. Rank hold HAE as of Q1 2025.

  • Toth Financial Advisory reported no remaining Haemonetics position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 20 Haemonetics shares in Q1 2025, an estimated $1.56K.
  • Toth Financial Advisory first reported a position in Haemonetics in Q2 2019 and held it in 4 quarters.
  • Toth Financial Advisory's Haemonetics position peaked at $433K in Q3 2019.
  • 314 funds tracked by Wall St. Rank held Haemonetics as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.