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USA Financial Formulas’s Haemonetics HAE Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-314
Closed -$28.1K – 428
2023
Q3 		$28.1K Hold
314
– – 0.04% 215
2023
Q2 		$26.7K Sell
314
-11
-3% -$930 0.04% 185
2023
Q1 		$26.9K Buy
+325
New +$26.3K 0.04% 136
2022
Q3 		$91K Buy
+1,232
New +$88.5K 0.14% 75
2018
Q4 		– Sell
-3,206
Closed -$288K – 362
2018
Q3 		$288K Buy
+3,206
New +$332K 0.07% 216

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's HAE Position: Q4 2023 in Review

USA Financial Formulas sold out of Haemonetics (HAE) in Q4 2023, closing a stake of 314 shares — an estimated $28.1K sold.

USA Financial Formulas first reported a position in HAE in Q3 2018 and held it in 5 quarters. The position peaked at $288K in Q3 2018. 295 funds tracked by Wall St. Rank hold HAE as of Q4 2023.

  • USA Financial Formulas reported no remaining Haemonetics position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 314 Haemonetics shares in Q4 2023, an estimated $28.1K.
  • USA Financial Formulas first reported a position in Haemonetics in Q3 2018 and held it in 5 quarters.
  • USA Financial Formulas's Haemonetics position peaked at $288K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Haemonetics as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.