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Williams Jones Wealth Management’s Haemonetics HAE Stock Holding History

Williams Jones Wealth Management’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
Q1 		– Sell
-3,950
Closed -$469K – 503
2020
Q4 		$469K Buy
+3,950
New +$425K 0.01% 296
2020
Q2 		– Sell
-5,450
Closed -$543K – 429
2020
Q1 		$543K Buy
+5,450
New +$591K 0.01% 224

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Williams Jones Wealth Management's HAE Position: Q1 2021 in Review

Williams Jones Wealth Management sold out of Haemonetics (HAE) in Q1 2021, closing a stake of 3,950 shares — an estimated $469K sold.

Williams Jones Wealth Management first reported a position in HAE in Q1 2020 and held it in 2 quarters. The position peaked at $543K in Q1 2020. 296 funds tracked by Wall St. Rank hold HAE as of Q1 2021.

  • Williams Jones Wealth Management reported no remaining Haemonetics position as of Q1 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 3,950 Haemonetics shares in Q1 2021, an estimated $469K.
  • Williams Jones Wealth Management first reported a position in Haemonetics in Q1 2020 and held it in 2 quarters.
  • Williams Jones Wealth Management's Haemonetics position peaked at $543K in Q1 2020.
  • 296 funds tracked by Wall St. Rank held Haemonetics as of Q1 2021.

Based on Williams Jones Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.