BerganKDV Wealth Management’s Hanesbrands HBI Stock Holding History

BerganKDV Wealth Management’s Portfolio HBI Stock Details HBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$563	Buy	+124	New	+$567	﹤0.01%	806
2023 Q1	–	Sell	-80	Closed	-$509	–	1088
2022 Q4	$509	Buy	+80	New	+$550	﹤0.01%	948
2020 Q2	–	Sell	-67	Closed	-$1K	–	1008
2020 Q1	$1K	Hold	67	–	–	﹤0.01%	828
2019 Q4	$1K	Hold	67	–	–	﹤0.01%	852
2019 Q3	$1K	Hold	67	–	–	﹤0.01%	660
2019 Q2	$1K	Hold	67	–	–	﹤0.01%	701
2019 Q1	$1K	Hold	67	–	–	﹤0.01%	696
2018 Q4	$1K	Buy	+67	New	+$1.04K	﹤0.01%	659

Other funds holding HBI

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BerganKDV Wealth Management's HBI Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Hanesbrands (HBI) in Q2 2023: 124 shares worth $563. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in HBI as recently as Q4 2022.

BerganKDV Wealth Management first reported a position in HBI in Q4 2018 and has held it in 8 quarters since. The position peaked at $1K in Q1 2020. 450 funds tracked by Wall St. Rank hold HBI as of Q2 2023.

BerganKDV Wealth Management held 124 shares of Hanesbrands worth $563 as of Q2 2023.
Hanesbrands was a new BerganKDV Wealth Management position in Q2 2023.
Hanesbrands made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #806 holding.
BerganKDV Wealth Management first reported a position in Hanesbrands in Q4 2018 and has held it in 8 quarters since.
BerganKDV Wealth Management's Hanesbrands position peaked at $1K in Q1 2020.
450 funds tracked by Wall St. Rank held Hanesbrands as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.