Harbor Capital Apprecia-InstHACAX
13F holders, Q1 2024 (March 31)3holders
$109.77avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings. The largest holders were Moody LYNN Lieberson & Walker, LLC ($306K), Roanoke Asset Management Corp./ NY ($213K) and Tucker Asset Management LLC ($10K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $223K |
| Exits | 2 | $101K |
Ownership 3 holders
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $306K |
| Roanoke Asset Management Corp./ NY | 0.07% | New | 1,939 | $213K |
| Tucker Asset Management LLC | 0.00% | New | 90 | $10K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.