BAM
HSII

Belpointe Asset Management’s Heidrick & Struggles HSII Stock Holding History

Belpointe Asset Management’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26
Closed -$789 – 1791
2023
Q1 		$789 Buy
+26
New +$796 ﹤0.01% 3514

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Belpointe Asset Management's HSII Position: Q2 2023 in Review

Belpointe Asset Management sold out of Heidrick & Struggles (HSII) in Q2 2023, closing a stake of 26 shares — an estimated $789 sold.

Belpointe Asset Management first reported a position in HSII in Q1 2023 and held it in 1 quarter. The position peaked at $789 in Q1 2023. 161 funds tracked by Wall St. Rank hold HSII as of Q2 2023.

  • Belpointe Asset Management reported no remaining Heidrick & Struggles position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 26 Heidrick & Struggles shares in Q2 2023, an estimated $789.
  • Belpointe Asset Management first reported a position in Heidrick & Struggles in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Heidrick & Struggles position peaked at $789 in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.