Caldwell Trust’s Hanesbrands HBI Stock Holding History

Caldwell Trust’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
2020 Q3	–	Sell	-700	Closed	-$7.9K	–	744
2020 Q2	$7.9K	Sell	700 -536	-43%	-$5.36K	﹤0.01%	659
2020 Q1	$9.73K	Hold	1,236	–	–	﹤0.01%	640
2019 Q4	$18.4K	Buy	+1,236	New	+$18.8K	﹤0.01%	598

Other funds holding HBI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Trust's HBI Position: Q3 2020 in Review

Caldwell Trust sold out of Hanesbrands (HBI) in Q3 2020, closing a stake of 700 shares — an estimated $7.9K sold.

Caldwell Trust first reported a position in HBI in Q4 2019 and held it in 3 quarters. The position peaked at $18.4K in Q4 2019. 556 funds tracked by Wall St. Rank hold HBI as of Q3 2020.

Caldwell Trust reported no remaining Hanesbrands position as of Q3 2020 after selling out during the quarter.
Caldwell Trust sold 700 Hanesbrands shares in Q3 2020, an estimated $7.9K.
Caldwell Trust first reported a position in Hanesbrands in Q4 2019 and held it in 3 quarters.
Caldwell Trust's Hanesbrands position peaked at $18.4K in Q4 2019.
556 funds tracked by Wall St. Rank held Hanesbrands as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.