HACAX
Harbor Capital Appreciation Fund Institutional Class
1W: -0.8%
1M: +2.9%
3M: +3.6%
YTD: +10.3%
1Y: -0.6%
3Y: +56.6%
5Y: +26.5%
$129.68
+1.33 (+1.04%)
Weekly Expected Move ±1.8%
$124
$126
$128
$131
$133
Institutional Ownership — HACAX
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
0
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MOODY LYNN LIEBERSON & WALKER, LLC | 2,790 | $362K | — | +0.0% | 11Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 2,009 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Fairfield Financial Advisors, LTD | 0 | $0K | -18,878 | -100.0% | 8Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | $0K | -1,003 | -100.0% | 1Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | $0K | -1,218 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 2,009 | $261K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fairfield Financial Advisors, LTD | 18,878 | $2M |
| Kohmann Bosshard Financial Services | 1,218 | $158K |
| Garton & Associates Financial Advis | 1,003 | $130K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.