Harbor Capital Apprecia-InstHACAX
13F holders, Q4 2024 (December 31)5holders −1
0new positions
1sold out
$113.67avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($864K), Moody LYNN Lieberson & Walker, LLC ($317K) and RFP Financial Group LLC ($248K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $27K |
All 13F filers, Q3 2024 → Q4 2024: 2,639 shares bought and 225 shares sold, net +2,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fairfield Financial Advisors, LTD | 0.30% | Add +46.8% | 7,602 | $864K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $317K |
| RFP Financial Group LLC | 0.10% | No change | 2,181 | $248K |
| Roanoke Asset Management Corp./ NY | 0.08% | Add +10.7% | 2,147 | $244K |
| Tucker Asset Management LLC | 0.00% | Add +10.0% | 99 | $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.