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Covestor’s Hillman Solutions HLMN Stock Holding History

Covestor’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
2026
Q1 		$0 Buy
39
+10
+34% +$90 ﹤0.01% 2488
2025
Q4 		$0 Sell
29
-55
-65% -$496 ﹤0.01% 2467
2025
Q3 		$1K Buy
84
+71
+546% +$641 ﹤0.01% 2093
2025
Q2 		$0 Sell
13
-97
-88% -$726 ﹤0.01% 2439
2025
Q1 		$1K Sell
110
-18
-14% -$175 ﹤0.01% 1997
2024
Q4 		$1K Buy
128
+91
+246% +$973 ﹤0.01% 2053
2024
Q3 		$0 Buy
37
+23
+164% +$222 ﹤0.01% 2437
2024
Q2 		$0 Hold
14
– – ﹤0.01% 2453
2024
Q1 		$0 Sell
14
-2
-13% -$19 ﹤0.01% 2457
2023
Q4 		$0 Sell
16
-1
-6% -$8 ﹤0.01% 2377
2023
Q3 		$0 Sell
17
-3
-15% -$27 ﹤0.01% 2366
2023
Q2 		$0 Sell
20
-1
-5% -$8 ﹤0.01% 2361
2023
Q1 		$0 Hold
21
– – ﹤0.01% 2269
2022
Q4 		$0 Buy
21
+7
+50% +$53 ﹤0.01% 2289
2022
Q3 		$0 Buy
+14
New +$123 ﹤0.01% 2254

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return