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Diversified Trust’s Hecla Mining HL Stock Holding History

Diversified Trust’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
2023
Q1 		– Sell
-98,385
Closed -$547K – 870
2022
Q4 		$547K Buy
98,385
+124
+0.1% +$616 0.02% 396
2022
Q3 		$387K Hold
98,261
– – 0.02% 471
2022
Q2 		$385K Buy
98,261
+80,693
+459% +$419K 0.02% 484
2022
Q1 		$115K Buy
+17,568
New +$102K ﹤0.01% 771

Other funds holding HL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diversified Trust's HL Position: Q1 2023 in Review

Diversified Trust sold out of Hecla Mining (HL) in Q1 2023, closing a stake of 98,385 shares — an estimated $547K sold.

Diversified Trust first reported a position in HL in Q1 2022 and held it in 4 quarters. The position peaked at $547K in Q4 2022. 297 funds tracked by Wall St. Rank hold HL as of Q1 2023.

  • Diversified Trust reported no remaining Hecla Mining position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 98,385 Hecla Mining shares in Q1 2023, an estimated $547K.
  • Diversified Trust first reported a position in Hecla Mining in Q1 2022 and held it in 4 quarters.
  • Diversified Trust's Hecla Mining position peaked at $547K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.