HLMIX
Harding Loevner International Equity Portfolio
1W: -1.5%
1M: -1.8%
3M: -0.5%
YTD: +13.1%
1Y: +3.3%
3Y: +46.5%
5Y: +20.4%
$31.58
+0.27 (+0.86%)
Weekly Expected Move ±1.7%
$30
$31
$31
$32
$32
Institutional Ownership — HLMIX
5
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
1
New Positions
0
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 78,520 | $2M | -273 | -0.3% | 25Q | SEC ↗ |
| 2 | L & S Advisors Inc | 19,917 | $629K | — | +0.0% | 40Q | SEC ↗ |
| 3 | MOODY LYNN LIEBERSON & WALKER, LLC | 10,261 | $324K | — | +0.0% | 11Q | SEC ↗ |
| 4 | Ethos Financial Group, LLC NEW | 7,658 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 5 | NORTH STAR ASSET MANAGEMENT INC | 0 | $0K | -7,423 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 7,658 | $242K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 7,423 | $234K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -273 | -0.3% | 78,520 |