Bartlett & Co’s Hecla Mining HL Stock Holding History

Bartlett & Co’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$2K	–	1125
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	1045
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	1169
2022 Q1	$3K	Buy	+500	New	+$2.89K	﹤0.01%	962
2021 Q4	–	Sell	-1,500	Closed	-$8K	–	600
2021 Q3	$8K	Buy	+1,500	New	+$9.35K	﹤0.01%	725
2016 Q1	–	Sell	-1,000	Closed	-$2K	–	721
2015 Q4	$2K	Hold	1,000	–	–	﹤0.01%	711
2015 Q3	$2K	Buy	1,000 +500	+100%	+$1.06K	﹤0.01%	704
2015 Q2	$1K	Hold	500	–	–	﹤0.01%	724
2015 Q1	$1K	Hold	500	–	–	﹤0.01%	701
2014 Q4	$1K	Sell	500 -1,500	-75%	-$3.71K	﹤0.01%	799
2014 Q3	$5K	Hold	2,000	–	–	﹤0.01%	639
2014 Q2	$7K	Sell	2,000 -4,000	-67%	-$12.3K	﹤0.01%	644
2014 Q1	$18K	Buy	6,000 +4,000	+200%	+$13.1K	﹤0.01%	547
2013 Q4	$6K	Buy	2,000 +1,000	+100%	+$3.02K	﹤0.01%	615
2013 Q3	$3K	Sell	1,000 -1,500	-60%	-$4.89K	﹤0.01%	689
2013 Q2	$7K	Buy	+2,500	New	+$8.48K	﹤0.01%	623

Other funds holding HL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return