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Capital Performance Advisors’s Hillman Solutions HLMN Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-135
Closed -$1.43K – 1247
2024
Q3 		$1.43K Buy
+135
New +$1.3K ﹤0.01% 1734

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital Performance Advisors's HLMN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hillman Solutions (HLMN) in Q4 2024, closing a stake of 135 shares — an estimated $1.43K sold.

Capital Performance Advisors first reported a position in HLMN in Q3 2024 and held it in 1 quarter. The position peaked at $1.43K in Q3 2024. 248 funds tracked by Wall St. Rank hold HLMN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hillman Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 135 Hillman Solutions shares in Q4 2024, an estimated $1.43K.
  • Capital Performance Advisors first reported a position in Hillman Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hillman Solutions position peaked at $1.43K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.