Wellington Management Group LLP Heritage Financial Corp Transaction History

Wellington Management Group LLP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$15.97 - $22.04 $1.2 Million - $1.65 Million	74,900 New	74,900 $1.6 Million
Q1 2023 May 12, 2023	SELL	$21.11 - $30.6 $2.75 Million - $3.98 Million	-130,123 Reduced 17.53%	611,974 $13.1 Million
Q4 2022 Feb 13, 2023	SELL	$26.71 - $34.24 $7.22 Million - $9.26 Million	-270,470 Reduced 26.71%	742,097 $22.7 Million
Q3 2022 Nov 14, 2022	BUY	$25.0 - $28.21 $4.29 Million - $4.84 Million	171,624 Added 20.41%	1,012,567 $26.8 Million
Q2 2022 Aug 15, 2022	SELL	$23.94 - $26.35 $526,057 - $579,014	-21,974 Reduced 2.55%	840,943 $21.2 Million
Q1 2022 May 16, 2022	BUY	$24.18 - $27.24 $20.9 Million - $23.5 Million	862,917 New	862,917 $21.6 Million

170

26.9M

700

1.7K

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $742M
Description
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...

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