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Carolinas Wealth Consulting’s Hillman Solutions HLMN Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-1,602
Closed -$14.4K – 1058
2023
Q2 		$14.4K Hold
1,602
– – ﹤0.01% 537
2023
Q1 		$13.5K Buy
1,602
+545
+52% +$4.74K ﹤0.01% 556
2022
Q4 		$7.62K Buy
1,057
+322
+44% +$2.42K ﹤0.01% 649
2022
Q3 		$6K Hold
735
– – ﹤0.01% 644
2022
Q2 		$6K Buy
+735
New +$8.09K ﹤0.01% 640

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Carolinas Wealth Consulting's HLMN Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Hillman Solutions (HLMN) in Q3 2023, closing a stake of 1,602 shares — an estimated $14.4K sold.

Carolinas Wealth Consulting first reported a position in HLMN in Q2 2022 and held it in 5 quarters. The position peaked at $14.4K in Q2 2023. 187 funds tracked by Wall St. Rank hold HLMN as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Hillman Solutions position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,602 Hillman Solutions shares in Q3 2023, an estimated $14.4K.
  • Carolinas Wealth Consulting first reported a position in Hillman Solutions in Q2 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Hillman Solutions position peaked at $14.4K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.