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Heritage Financial Corporation shares owned by Aquatic Capital Management

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Aquatic Capital Management from 13F filings

Historical chart of Aquatic Capital Management investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Aquatic Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Aquatic Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $133k 6.2k 21.45
2023-09-30 $47k 2.9k 16.21
2023-06-30 $52k 3.2k 16.25
2022-12-31 $291k 9.5k 30.63

More positions owned by Aquatic Capital Management

McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)
Apple (AAPL)
Humana (HUM)
Costco Wholesale Corporation (COST)
Monster Beverage Corp (MNST)
Exxon Mobil Corporation (XOM)
Hershey Company (HSY)
Amazon (AMZN)
Broadcom (AVGO)
Charter Communications Inc N Cl A (CHTR)
Cigna Corp (CI)
JPMorgan Chase & Co. (JPM)
Electronic Arts (EA)

View all positions for Aquatic Capital Management

Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management

View all funds holding Heritage Financial Corporation