Carroll Financial Associates’s Hecla Mining HL Stock Holding History

Carroll Financial Associates’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$24K	Buy	+4,684	New	+$26.2K	﹤0.01%	917
2015 Q2	–	Sell	-509	Closed	-$1.57K	–	1093
2015 Q1	$2K	Hold	509	–	–	﹤0.01%	726
2014 Q4	$2K	Hold	509	–	–	﹤0.01%	661
2014 Q3	$1K	Hold	509	–	–	﹤0.01%	782
2014 Q2	$2K	Hold	509	–	–	﹤0.01%	810
2014 Q1	$2K	Hold	509	–	–	﹤0.01%	765
2013 Q4	$1K	Hold	509	–	–	﹤0.01%	756
2013 Q3	$1K	Hold	509	–	–	﹤0.01%	737
2013 Q2	$1K	Buy	+509	New	+$1.73K	﹤0.01%	576

Other funds holding HL

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carroll Financial Associates's HL Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Hecla Mining (HL) in Q4 2021: 4,684 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in HL as recently as Q1 2015.

Carroll Financial Associates first reported a position in HL in Q2 2013 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold HL as of Q4 2021.

Carroll Financial Associates held 4,684 shares of Hecla Mining worth $24K as of Q4 2021.
Hecla Mining was a new Carroll Financial Associates position in Q4 2021.
Hecla Mining made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #917 holding.
Carroll Financial Associates first reported a position in Hecla Mining in Q2 2013 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.