Vault-13

HARBOR CORE PLUS INSTITUTIONAL HABDX

BOND · Open-End Fund · CUSIP 411511108

1 institutional holders -1 vs Q4 2024
29,81829.8k shares reported held*
$304.1kreported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $10.5k (-1.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.20.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

012Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 0Q4 23: 0Q1 24: 1Q2 24: 1Q3 24: 1Q4 24: 2Q1 25: 11Q4 22Q2 23Q4 23Q2 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 20221
Q1 20231
Q2 20231
Q3 20230
Q4 20230
Q1 20241
Q2 20241
Q3 20241
Q4 20242
Q1 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q1 23: 0 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 0 bought or addedQ2 23: 0 cut or sold outQ3 23: 0 bought or addedQ3 23: 1 cut or sold outQ3 23Q2 24: 0 bought or addedQ2 24: 0 cut or sold outQ3 24: 0 bought or addedQ3 24: 0 cut or sold outQ3 24Q4 24: 0 bought or addedQ4 24: 0 cut or sold outQ1 25: 0 bought or addedQ1 25: 1 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q1 202301
Q2 202300
Q3 202301
Q2 202400
Q3 202400
Q4 202400
Q1 202501

Biggest buyers

None

Biggest sellers

Anderson Financial Strategies, LLC Sold out -1,029-1.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Westside Investment Management, Inc. 0.06% of their portfolio SANTA MONICA, CA 29,81829.8k $304.1k $304.1k 0.06% Unchanged