Birchwood Financial Partners Inc. Acquires New Stake in Harbor Long-Term Growers ETF $WINN

Birchwood Financial Partners Inc. bought a new stake in Harbor Long-Term Growers ETF (NYSEARCA:WINN) in the 4th quarter, Holdings Channel reports. The institutional investor bought 115,088 shares of the company’s stock, valued at approximately $3,580,000. Harbor Long-Term Growers ETF accounts for about 3.6% of Birchwood Financial Partners Inc.’s investment portfolio, making the stock its 6th largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in WINN. Corient Private Wealth LLC grew its holdings in shares of Harbor Long-Term Growers ETF by 32.2% during the second quarter. Corient Private Wealth LLC now owns 3,390,122 shares of the company’s stock worth $101,356,000 after buying an additional 825,434 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of Harbor Long-Term Growers ETF by 1.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,874,696 shares of the company’s stock valued at $90,150,000 after buying an additional 51,770 shares during the last quarter. Grant Street Asset Management Inc. lifted its stake in shares of Harbor Long-Term Growers ETF by 1.1% during the fourth quarter. Grant Street Asset Management Inc. now owns 2,238,226 shares of the company’s stock valued at $69,619,000 after buying an additional 23,348 shares during the period. Raymond James Financial Inc. lifted its stake in shares of Harbor Long-Term Growers ETF by 52.5% during the third quarter. Raymond James Financial Inc. now owns 1,633,600 shares of the company’s stock valued at $50,903,000 after buying an additional 562,235 shares during the period. Finally, Auctus Advisors LLC purchased a new position in shares of Harbor Long-Term Growers ETF during the fourth quarter valued at approximately $41,678,000. 81.36% of the stock is currently owned by hedge funds and other institutional investors.

Harbor Long-Term Growers ETF Stock Performance

WINN stock opened at $32.67 on Friday. The company has a 50 day moving average price of $32.01 and a two-hundred day moving average price of $30.71. The stock has a market capitalization of $1.13 billion, a P/E ratio of -105.39 and a beta of 1.23. Harbor Long-Term Growers ETF has a one year low of $26.62 and a one year high of $34.12.

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.