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Values First Advisors’s Haemonetics HAE Stock Holding History

Values First 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
Q2 		– Sell
-52
Closed -$4.29K – 236
2023
Q1 		$4.29K Buy
+52
New +$4.21K ﹤0.01% 230

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Values First Advisors's HAE Position: Q2 2023 in Review

Values First Advisors sold out of Haemonetics (HAE) in Q2 2023, closing a stake of 52 shares — an estimated $4.29K sold.

Values First Advisors first reported a position in HAE in Q1 2023 and held it in 1 quarter. The position peaked at $4.29K in Q1 2023. 294 funds tracked by Wall St. Rank hold HAE as of Q2 2023.

  • Values First Advisors reported no remaining Haemonetics position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 52 Haemonetics shares in Q2 2023, an estimated $4.29K.
  • Values First Advisors first reported a position in Haemonetics in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Haemonetics position peaked at $4.29K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Haemonetics as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.