BWL
HLMN icon

Bogart Wealth LLC’s Hillman Solutions HLMN Stock Holding History

Bogart Wealth LLC’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-310
Closed -$2.61K – 1081
2023
Q1 		$2.61K Buy
+310
New +$2.7K ﹤0.01% 860

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bogart Wealth LLC's HLMN Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Hillman Solutions (HLMN) in Q2 2023, closing a stake of 310 shares — an estimated $2.61K sold.

Bogart Wealth LLC first reported a position in HLMN in Q1 2023 and held it in 1 quarter. The position peaked at $2.61K in Q1 2023. 183 funds tracked by Wall St. Rank hold HLMN as of Q2 2023.

  • Bogart Wealth LLC reported no remaining Hillman Solutions position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 310 Hillman Solutions shares in Q2 2023, an estimated $2.61K.
  • Bogart Wealth LLC first reported a position in Hillman Solutions in Q1 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's Hillman Solutions position peaked at $2.61K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.