Denali Advisors’s HBT Financial HBT Stock Holding History

Denali Advisors’s Portfolio HBT Stock Details HBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,500	Closed	-$333K	–	302
2024 Q1	$333K	Hold	17,500	–	–	0.1%	180
2023 Q4	$369K	Sell	17,500 -3,500	-17%	-$67.2K	0.11%	179
2023 Q3	$383K	Hold	21,000	–	–	0.13%	166
2023 Q2	$387K	Buy	21,000 +20,000	+2,000%	+$366K	0.14%	168
2023 Q1	$19.7K	Buy	+1,000	New	+$20.9K	0.01%	297

Other funds holding HBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Denali Advisors's HBT Position: Q2 2024 in Review

Denali Advisors sold out of HBT Financial (HBT) in Q2 2024, closing a stake of 17,500 shares — an estimated $333K sold.

Denali Advisors first reported a position in HBT in Q1 2023 and held it in 5 quarters. The position peaked at $387K in Q2 2023. 84 funds tracked by Wall St. Rank hold HBT as of Q2 2024.

Denali Advisors reported no remaining HBT Financial position as of Q2 2024 after selling out during the quarter.
Denali Advisors sold 17,500 HBT Financial shares in Q2 2024, an estimated $333K.
Denali Advisors first reported a position in HBT Financial in Q1 2023 and held it in 5 quarters.
Denali Advisors's HBT Financial position peaked at $387K in Q2 2023.
84 funds tracked by Wall St. Rank held HBT Financial as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.