Benjamin F. Edwards & Company’s Hilltop Holdings HTH Stock Holding History

Benjamin F. Edwards & Company’s Portfolio HTH Stock Details HTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,509	Closed	-$100K	–	2121
2023 Q3	$100K	Sell	3,509 -73	-2%	-$2.2K	﹤0.01%	900
2023 Q2	$113K	Buy	3,582 +174	+5%	+$5.33K	﹤0.01%	882
2023 Q1	$101K	Buy	3,408 +1,538	+82%	+$48.5K	﹤0.01%	904
2022 Q4	$56K	Buy	+1,870	New	+$53.2K	﹤0.01%	1053
2016 Q1	–	Sell	-4	Closed	–	–	1144
2015 Q4	$0	Buy	+4	New	+$83	﹤0.01%	1192

Other funds holding HTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

Benjamin F. Edwards & Company sold out of Hilltop Holdings (HTH) in Q4 2023, closing a stake of 3,509 shares — an estimated $100K sold.

Benjamin F. Edwards & Company first reported a position in HTH in Q4 2015 and held it in 5 quarters. The position peaked at $113K in Q2 2023. 175 funds tracked by Wall St. Rank hold HTH as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining Hilltop Holdings position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 3,509 Hilltop Holdings shares in Q4 2023, an estimated $100K.
Benjamin F. Edwards & Company first reported a position in Hilltop Holdings in Q4 2015 and held it in 5 quarters.
Benjamin F. Edwards & Company's Hilltop Holdings position peaked at $113K in Q2 2023.
175 funds tracked by Wall St. Rank held Hilltop Holdings as of Q4 2023.

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