CAPTRUST Financial Advisors
HIT

CAPTRUST Financial Advisors’s HITACHI LTD ADR (10COM)NEW HIT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HIT Stock Details HIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,126
Closed -$106K – 4679
2022
Q2 		$106K Buy
1,126
+317
+39% +$29.8K ﹤0.01% 2153
2022
Q1 		$81K Sell
809
-164
-17% -$16.4K ﹤0.01% 2434
2021
Q4 		$105K Sell
973
-1,090
-53% -$118K ﹤0.01% 2132
2021
Q3 		$245K Buy
2,063
+73
+4% +$8.67K ﹤0.01% 1421
2021
Q2 		$228K Sell
1,990
-1,060
-35% -$121K ﹤0.01% 1423
2021
Q1 		$282K Sell
3,050
-240
-7% -$22.2K ﹤0.01% 1269
2020
Q4 		$261K Sell
3,290
-309
-9% -$24.5K ﹤0.01% 1089
2020
Q3 		$244K Buy
3,599
+28
+0.8% +$1.9K ﹤0.01% 949
2020
Q2 		$223K Sell
3,571
-174
-5% -$10.9K ﹤0.01% 987
2020
Q1 		$208K Buy
+3,745
New +$208K ﹤0.01% 835

Other funds holding HIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return

CAPTRUST Financial Advisors's HIT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of HITACHI LTD ADR (10COM)NEW (HIT) in Q3 2022, closing a stake of 1,126 shares — an estimated $106K sold.

CAPTRUST Financial Advisors first reported a position in HIT in Q1 2020 and held it in 10 quarters. The position peaked at $282K in Q1 2021. 17 funds tracked by Wall St. Rank hold HIT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining HITACHI LTD ADR (10COM)NEW position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,126 HITACHI LTD ADR (10COM)NEW shares in Q3 2022, an estimated $106K.
  • CAPTRUST Financial Advisors first reported a position in HITACHI LTD ADR (10COM)NEW in Q1 2020 and held it in 10 quarters.
  • CAPTRUST Financial Advisors's HITACHI LTD ADR (10COM)NEW position peaked at $282K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held HITACHI LTD ADR (10COM)NEW as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.