Harbor Long-Term Growers ETF $WINN Shares Purchased by Convergence Financial LLC

Convergence Financial LLC increased its stake in Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 20.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 106,750 shares of the company’s stock after acquiring an additional 17,794 shares during the quarter. Convergence Financial LLC owned approximately 0.31% of Harbor Long-Term Growers ETF worth $3,320,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the stock. Jones Financial Companies Lllp lifted its holdings in Harbor Long-Term Growers ETF by 124.5% during the third quarter. Jones Financial Companies Lllp now owns 1,235 shares of the company’s stock valued at $38,000 after purchasing an additional 685 shares in the last quarter. JPMorgan Chase & Co. purchased a new stake in shares of Harbor Long-Term Growers ETF during the third quarter worth about $96,000. Northwestern Mutual Wealth Management Co. raised its position in shares of Harbor Long-Term Growers ETF by 16.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,279 shares of the company’s stock worth $96,000 after purchasing an additional 454 shares during the last quarter. SpringVest Wealth Management LLC lifted its stake in Harbor Long-Term Growers ETF by 16.1% in the 4th quarter. SpringVest Wealth Management LLC now owns 7,552 shares of the company’s stock valued at $235,000 after buying an additional 1,048 shares in the last quarter. Finally, Savvy Advisors Inc. purchased a new position in Harbor Long-Term Growers ETF in the 4th quarter valued at about $259,000. 81.36% of the stock is currently owned by institutional investors and hedge funds.

Harbor Long-Term Growers ETF Trading Down 0.0%

WINN stock opened at $33.37 on Friday. Harbor Long-Term Growers ETF has a 12-month low of $26.62 and a 12-month high of $34.12. The business’s 50-day moving average is $31.10 and its 200 day moving average is $30.60. The stock has a market cap of $1.16 billion, a price-to-earnings ratio of -107.65 and a beta of 1.23.

Harbor Long-Term Growers ETF Company Profile

The Harbor Long-Term Growers ETF (WINN) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of large- and mid-cap US stocks that have above-average prospects for long-term growth. Securities are selected using a proprietary combination of bottom-up, fundamental research and systematic portfolio construction. WINN was launched on Feb 2, 2022 and is managed by Harbor.