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Wedge Capital Management’s Harvard Bioscience HBIO Stock Holding History

Wedge Capital Management’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,910
Closed -$432K – 450
2021
Q1 		$432K Sell
7,910
-6,318
-44% -$307K 0.01% 382
2020
Q4 		$610K Hold
14,228
– – 0.01% 380
2020
Q3 		$428K Hold
14,228
– – 0.01% 396
2020
Q2 		$441K Sell
14,228
-951
-6% -$25.6K 0.01% 367
2020
Q1 		$335K Buy
15,179
+4,997
+49% +$135K 0.01% 386
2019
Q4 		$311K Sell
10,182
-24,653
-71% -$709K ﹤0.01% 469
2019
Q3 		$1.07M Buy
+34,835
New +$866K 0.01% 320
2019
Q2 		– Sell
-23,610
Closed -$1.02M – 617
2019
Q1 		$1.02M Buy
23,610
+9,216
+64% +$334K 0.01% 359
2018
Q4 		$458K Hold
14,394
– – 0.01% 444
2018
Q3 		$756K Sell
14,394
-2,501
-15% -$140K 0.01% 411
2018
Q2 		$904K Buy
16,895
+9,204
+120% +$471K 0.01% 371
2018
Q1 		$385K Buy
+7,691
New +$345K ﹤0.01% 488
2015
Q4 		– Sell
-12,380
Closed -$468K – 595
2015
Q3 		$468K Hold
12,380
– – ﹤0.01% 455
2015
Q2 		$706K Sell
12,380
-70
-0.6% -$3.98K 0.01% 375
2015
Q1 		$725K Sell
12,450
-1,220
-9% -$65.5K 0.01% 360
2014
Q4 		$775K Sell
13,670
-500
-4% -$23.8K 0.01% 361
2014
Q3 		$580K Buy
+14,170
New +$652K 0.01% 426

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wedge Capital Management's HBIO Position: Q2 2021 in Review

Wedge Capital Management sold out of Harvard Bioscience (HBIO) in Q2 2021, closing a stake of 7,910 shares — an estimated $432K sold.

Wedge Capital Management first reported a position in HBIO in Q3 2014 and held it in 17 quarters. The position peaked at $1.07M in Q3 2019. 99 funds tracked by Wall St. Rank hold HBIO as of Q2 2021.

  • Wedge Capital Management reported no remaining Harvard Bioscience position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 7,910 Harvard Bioscience shares in Q2 2021, an estimated $432K.
  • Wedge Capital Management first reported a position in Harvard Bioscience in Q3 2014 and held it in 17 quarters.
  • Wedge Capital Management's Harvard Bioscience position peaked at $1.07M in Q3 2019.
  • 99 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.