BF
HLMN icon

BOK Financial’s Hillman Solutions HLMN Stock Holding History

BOK Financial’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
Q1 		– Sell
-70,340
Closed -$507K – 1202
2022
Q4 		$507K Buy
70,340
+21,925
+45% +$165K 0.01% 670
2022
Q3 		$365K Hold
48,415
– – 0.01% 720
2022
Q2 		$418K Buy
+48,415
New +$533K 0.01% 710

Other funds holding HLMN

CC
CCMP Capital New York $185M AUM 5.03% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BOK Financial's HLMN Position: Q1 2023 in Review

BOK Financial sold out of Hillman Solutions (HLMN) in Q1 2023, closing a stake of 70,340 shares — an estimated $507K sold.

BOK Financial first reported a position in HLMN in Q2 2022 and held it in 3 quarters. The position peaked at $507K in Q4 2022. 173 funds tracked by Wall St. Rank hold HLMN as of Q1 2023.

  • BOK Financial reported no remaining Hillman Solutions position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 70,340 Hillman Solutions shares in Q1 2023, an estimated $507K.
  • BOK Financial first reported a position in Hillman Solutions in Q2 2022 and held it in 3 quarters.
  • BOK Financial's Hillman Solutions position peaked at $507K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.