Small-Cap Value Series HFWA Holdings History
Small-Cap Value Series's Heritage Financial Corp Holding Summary
As of 2025-02-28, LORD ABBETT RESEARCH FUND INC held 316,149.00 shares of Heritage Financial Corp(HFWA), totaling $7.99 Mil. This investment constitutes 2.14% of their stock portfolio, and LORD ABBETT RESEARCH FUND INC now holds 0.93% of the outstanding Heritage Financial Corp(HFWA) stock.
The initial trade took place in 2022Q3. And since then Small-Cap Value Series has made 4 purchases of HFWA, at an average price of $24.72, for a total of 349,738.00 shares. In addition, there have been 5 sales at an average price of $20.30 for 33,589.00 shares. Based on historical transaction data and HFWA's current price of $25.13, Small-Cap Value Series's estimated gain on his HFWA holdings is $-18,526.29, reflecting a -0.21% gain to date.
Small-Cap Value Series HFWA ($25.13) Holding Chart
Small-Cap Value Series HFWA ($25.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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