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Waverly Advisors’s Haemonetics HAE Stock Holding History

Waverly 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
2025
Q3 		– Sell
-16,066
Closed -$1.2M – 1299
2025
Q2 		$1.2M Buy
16,066
+442
+3% +$29.3K 0.01% 580
2025
Q1 		$993K Buy
15,624
+2,855
+22% +$194K 0.01% 608
2024
Q4 		$997K Buy
12,769
+1,857
+17% +$149K 0.02% 510
2024
Q3 		$877K Buy
10,912
+75
+0.7% +$6.06K 0.02% 469
2024
Q2 		$897K Buy
+10,837
New +$953K 0.02% 454
2014
Q4 		– Sell
-115
Closed -$4K – 525
2014
Q3 		$4K Hold
115
– – ﹤0.01% 662
2014
Q2 		$4K Buy
115
+8
+7% +$267 ﹤0.01% 629
2014
Q1 		$3K Buy
107
+19
+22% +$726 ﹤0.01% 625
2013
Q4 		$4K Buy
+88
New +$3.62K ﹤0.01% 701

Other funds holding HAE

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return