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D'Orazio & Associates’s Hamilton Beach Brands HBB Stock Holding History

D'Orazio & Associates’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,964
Closed -$242K – 253
2024
Q3 		$242K Buy
+7,964
New +$194K 0.03% 187

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

D'Orazio & Associates's HBB Position: Q4 2024 in Review

D'Orazio & Associates sold out of Hamilton Beach Brands (HBB) in Q4 2024, closing a stake of 7,964 shares — an estimated $242K sold.

D'Orazio & Associates first reported a position in HBB in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 82 funds tracked by Wall St. Rank hold HBB as of Q4 2024.

  • D'Orazio & Associates reported no remaining Hamilton Beach Brands position as of Q4 2024 after selling out during the quarter.
  • D'Orazio & Associates sold 7,964 Hamilton Beach Brands shares in Q4 2024, an estimated $242K.
  • D'Orazio & Associates first reported a position in Hamilton Beach Brands in Q3 2024 and held it in 1 quarter.
  • D'Orazio & Associates's Hamilton Beach Brands position peaked at $242K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2024.

Based on D'Orazio & Associates's 13F filing for Q4 2024, filed 28 Jan 2025.