Harbor Capital Apprecia-InstHACAX
13F holders, Q3 2024 (September 30)6holders −1
0new positions
1sold out
$118.52avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($614K), Moody LYNN Lieberson & Walker, LLC ($331K) and RFP Financial Group LLC ($258K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 354 shares bought and 11,584 shares sold, net −11,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fairfield Financial Advisors, LTD | 0.21% | Add +7.3% | 5,180 | $614K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $331K |
| RFP Financial Group LLC | 0.08% | No change | 2,181 | $258K |
| Roanoke Asset Management Corp./ NY | 0.07% | No change | 1,939 | $230K |
| Mfa Wealth Advisors, LLC | 0.01% | No change | 225 | $27K |
| Tucker Asset Management LLC | 0.00% | No change | 90 | $11K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.