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Bourgeon Capital Management’s Hillman Solutions HLMN Stock Holding History

Bourgeon Capital Management’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
2022
Q4 		– Sell
-25
Closed – – 423
2022
Q3 		$0 Buy
+25
New +$220 ﹤0.01% 401

Other funds holding HLMN

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bourgeon Capital Management's HLMN Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Hillman Solutions (HLMN) in Q4 2022, closing a stake of 25 shares.

Bourgeon Capital Management first reported a position in HLMN in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 171 funds tracked by Wall St. Rank hold HLMN as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Hillman Solutions position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 25 Hillman Solutions shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Hillman Solutions in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Hillman Solutions position peaked at $0 in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.