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Winton Group’s Harvard Bioscience HBIO Stock Holding History

Winton Group’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
2024
Q4 		– Sell
-5,456
Closed -$147K – 686
2024
Q3 		$147K Sell
5,456
-935
-15% -$27.5K 0.01% 584
2024
Q2 		$182K Sell
6,391
-13
-0.2% -$456 0.01% 537
2024
Q1 		$272K Sell
6,404
-10
-0.2% -$450 0.02% 537
2023
Q4 		$343K Sell
6,414
-2,363
-27% -$107K 0.03% 499
2023
Q3 		$377K Buy
8,777
+5,132
+141% +$237K 0.03% 434
2023
Q2 		$200K Buy
+3,645
New +$200K 0.02% 672
2022
Q1 		– Sell
-1,222
Closed -$86K – 1042
2021
Q4 		$86K Sell
1,222
-5,044
-80% -$359K 0.01% 972
2021
Q3 		$437K Sell
6,266
-676
-10% -$53.8K 0.02% 927
2021
Q2 		$578K Sell
6,942
-62
-0.9% -$4.39K 0.03% 829
2021
Q1 		$382K Buy
7,004
+133
+2% +$6.47K 0.02% 1028
2020
Q4 		$295K Sell
6,871
-3,323
-33% -$124K 0.02% 1052
2020
Q3 		$307K Sell
10,194
-2,948
-22% -$99.1K 0.01% 1243
2020
Q2 		$407K Buy
13,142
+8,794
+202% +$237K 0.01% 1226
2020
Q1 		$96K Sell
4,348
-395
-8% -$10.7K ﹤0.01% 1329
2019
Q4 		$145K Buy
4,743
+105
+2% +$3.02K ﹤0.01% 1470
2019
Q3 		$143K Buy
+4,638
New +$115K ﹤0.01% 1431

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Winton Group's HBIO Position: Q4 2024 in Review

Winton Group sold out of Harvard Bioscience (HBIO) in Q4 2024, closing a stake of 5,456 shares — an estimated $147K sold.

Winton Group first reported a position in HBIO in Q3 2019 and held it in 16 quarters. The position peaked at $578K in Q2 2021. 95 funds tracked by Wall St. Rank hold HBIO as of Q4 2024.

  • Winton Group reported no remaining Harvard Bioscience position as of Q4 2024 after selling out during the quarter.
  • Winton Group sold 5,456 Harvard Bioscience shares in Q4 2024, an estimated $147K.
  • Winton Group first reported a position in Harvard Bioscience in Q3 2019 and held it in 16 quarters.
  • Winton Group's Harvard Bioscience position peaked at $578K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.