WBH Advisory’s Haemonetics HAE Stock Holding History

WBH 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
2021 Q2	–	Sell	-1,911	Closed	-$212K	–	265
2021 Q1	$212K	Hold	1,911	–	–	0.03%	256
2020 Q4	$238K	Buy	+1,911	New	+$206K	0.04%	239
2020 Q1	–	Sell	-2,152	Closed	-$247K	–	224
2019 Q4	$247K	Sell	2,152 -60	-3%	-$7.26K	0.05%	223
2019 Q3	$279K	Sell	2,212 -38	-2%	-$4.82K	0.06%	206
2019 Q2	$270K	Buy	+2,250	New	+$221K	0.06%	204
2019 Q1	–	Sell	-2,360	Closed	-$236	–	233
2018 Q4	$236	Hold	2,360	–	–	0.06%	211
2018 Q3	$270K	Sell	2,360 -140	-6%	-$14.5K	0.07%	213
2018 Q2	$224K	Buy	+2,500	New	+$211K	0.06%	215

Other funds holding HAE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

WBH Advisory's HAE Position: Q2 2021 in Review

WBH Advisory sold out of Haemonetics (HAE) in Q2 2021, closing a stake of 1,911 shares — an estimated $212K sold.

WBH Advisory first reported a position in HAE in Q2 2018 and held it in 8 quarters. The position peaked at $279K in Q3 2019. 258 funds tracked by Wall St. Rank hold HAE as of Q2 2021.

WBH Advisory reported no remaining Haemonetics position as of Q2 2021 after selling out during the quarter.
WBH Advisory sold 1,911 Haemonetics shares in Q2 2021, an estimated $212K.
WBH Advisory first reported a position in Haemonetics in Q2 2018 and held it in 8 quarters.
WBH Advisory's Haemonetics position peaked at $279K in Q3 2019.
258 funds tracked by Wall St. Rank held Haemonetics as of Q2 2021.

Based on WBH Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.