AMI Investment Management Inc. Has $12.58 Million Stake in Harbor International Compounders ETF $OSEA

AMI Investment Management Inc. lessened its position in shares of Harbor International Compounders ETF (NYSEARCA:OSEA) by 22.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 425,294 shares of the company’s stock after selling 122,316 shares during the quarter. Harbor International Compounders ETF makes up about 2.9% of AMI Investment Management Inc.’s investment portfolio, making the stock its 8th largest position. AMI Investment Management Inc.’s holdings in Harbor International Compounders ETF were worth $12,576,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Worth Financial Advisory Group LLC lifted its position in Harbor International Compounders ETF by 12.2% in the second quarter. Worth Financial Advisory Group LLC now owns 9,982 shares of the company’s stock worth $292,000 after purchasing an additional 1,082 shares during the period. HighTower Advisors LLC acquired a new position in shares of Harbor International Compounders ETF in the 1st quarter valued at $466,000. Accurate Wealth Management LLC raised its stake in shares of Harbor International Compounders ETF by 1.7% in the 2nd quarter. Accurate Wealth Management LLC now owns 25,706 shares of the company’s stock valued at $760,000 after buying an additional 441 shares in the last quarter. Ascension Capital Advisors Inc. lifted its holdings in shares of Harbor International Compounders ETF by 11.9% during the 2nd quarter. Ascension Capital Advisors Inc. now owns 39,593 shares of the company’s stock worth $1,159,000 after acquiring an additional 4,224 shares during the period. Finally, Captrust Financial Advisors acquired a new stake in shares of Harbor International Compounders ETF during the 2nd quarter valued at about $1,255,000.

Harbor International Compounders ETF Stock Up 0.3%

NYSEARCA OSEA opened at $30.34 on Friday. Harbor International Compounders ETF has a twelve month low of $23.66 and a twelve month high of $31.02. The stock has a market cap of $536.11 million, a P/E ratio of 24.30 and a beta of 0.85. The company’s 50-day simple moving average is $30.30 and its 200 day simple moving average is $29.65.

About Harbor International Compounders ETF

The Harbor International Compounders ETF (OSEA) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects international companies with sustainable growth based on positive fundamentals and ESG criteria. The fund targets compounders and excludes US firms in aim for long-term capital appreciation. OSEA was launched on Sep 6, 2022 and is managed by Harbor.