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Bartlett & Co Wealth Management’s Hillman Solutions HLMN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-928
Closed -$8.02K – 1229
2022
Q2 		$8.02K Buy
+928
New +$10.2K ﹤0.01% 921

Other funds holding HLMN

CC
CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

Bartlett & Co Wealth Management's HLMN Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Hillman Solutions (HLMN) in Q3 2022, closing a stake of 928 shares — an estimated $8.02K sold.

Bartlett & Co Wealth Management first reported a position in HLMN in Q2 2022 and held it in 1 quarter. The position peaked at $8.02K in Q2 2022. 157 funds tracked by Wall St. Rank hold HLMN as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Hillman Solutions position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 928 Hillman Solutions shares in Q3 2022, an estimated $8.02K.
  • Bartlett & Co Wealth Management first reported a position in Hillman Solutions in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Hillman Solutions position peaked at $8.02K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.