BFEC
HSII

Benjamin F. Edwards & Company’s Heidrick & Struggles HSII Stock Holding History

Benjamin F. Edwards & Company’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
Q4 		– Sell
-2,131
Closed -$53K – 2120
2023
Q3 		$53K Sell
2,131
-44
-2% -$1.18K ﹤0.01% 1060
2023
Q2 		$58K Sell
2,175
-1,557
-42% -$41.1K ﹤0.01% 1050
2023
Q1 		$113K Buy
3,732
+2,910
+354% +$89.1K ﹤0.01% 866
2022
Q4 		$23K Buy
+822
New +$23.3K ﹤0.01% 1245

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Benjamin F. Edwards & Company's HSII Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Heidrick & Struggles (HSII) in Q4 2023, closing a stake of 2,131 shares — an estimated $53K sold.

Benjamin F. Edwards & Company first reported a position in HSII in Q4 2022 and held it in 4 quarters. The position peaked at $113K in Q1 2023. 174 funds tracked by Wall St. Rank hold HSII as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Heidrick & Struggles position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,131 Heidrick & Struggles shares in Q4 2023, an estimated $53K.
  • Benjamin F. Edwards & Company first reported a position in Heidrick & Struggles in Q4 2022 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Heidrick & Struggles position peaked at $113K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.