Berman Capital Advisors’s Hecla Mining HL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Sell	224 -55	-20%	-$343	﹤0.01%	1875
2021 Q2	$2K	Buy	+279	New	+$2.1K	﹤0.01%	1600
2020 Q2	–	Sell	-601	Closed	-$1K	–	1692
2020 Q1	$1K	Buy	+601	New	+$1.66K	﹤0.01%	1303
2019 Q2	–	Sell	-497	Closed	-$1K	–	1512
2019 Q1	$1K	Hold	497	–	–	﹤0.01%	1209
2018 Q4	$1K	Buy	+497	New	+$1.27K	﹤0.01%	999

Other funds holding HL

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

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

BlackRock New York $5.72T AUM 30.48% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

JAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EMG

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

Berman Capital Advisors's HL Position: Q3 2021 in Review

Berman Capital Advisors reduced its Hecla Mining (HL) stake by 20% in Q3 2021, selling an estimated $343 and leaving 224 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Berman Capital Advisors first reported a position in HL in Q4 2018 and has held it in 5 quarters since. The position peaked at $2K in Q2 2021. 260 funds tracked by Wall St. Rank hold HL as of Q3 2021.

Berman Capital Advisors held 224 shares of Hecla Mining worth $1K as of Q3 2021.
Berman Capital Advisors sold 55 Hecla Mining shares in Q3 2021, an estimated $343.
Hecla Mining made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1875 holding.
Berman Capital Advisors first reported a position in Hecla Mining in Q4 2018 and has held it in 5 quarters since.
Berman Capital Advisors's Hecla Mining position peaked at $2K in Q2 2021.
260 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.