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Crawford Fund Management’s Heritage Global HGBL Stock Holding History

Crawford Fund Management’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-93,500
Closed -$247K – 195
2024
Q1 		$247K Hold
93,500
– – 0.06% 170
2023
Q4 		$260K Buy
+93,500
New +$275K 0.05% 192

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Crawford Fund Management's HGBL Position: Q2 2024 in Review

Crawford Fund Management sold out of Heritage Global (HGBL) in Q2 2024, closing a stake of 93,500 shares — an estimated $247K sold.

Crawford Fund Management first reported a position in HGBL in Q4 2023 and held it in 2 quarters. The position peaked at $260K in Q4 2023. 49 funds tracked by Wall St. Rank hold HGBL as of Q2 2024.

  • Crawford Fund Management reported no remaining Heritage Global position as of Q2 2024 after selling out during the quarter.
  • Crawford Fund Management sold 93,500 Heritage Global shares in Q2 2024, an estimated $247K.
  • Crawford Fund Management first reported a position in Heritage Global in Q4 2023 and held it in 2 quarters.
  • Crawford Fund Management's Heritage Global position peaked at $260K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Heritage Global as of Q2 2024.

Based on Crawford Fund Management's 13F filing for Q2 2024, filed 14 Aug 2024.