Ellevest Inc’s Hamilton Beach Brands HBB Stock Holding History

Ellevest Inc’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
2021 Q4	–	Sell	-15	Closed	–	–	1516
2021 Q3	$0	Buy	+15	New	+$269	﹤0.01%	1475

Other funds holding HBB

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

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Ellevest Inc's HBB Position: Q4 2021 in Review

Ellevest Inc sold out of Hamilton Beach Brands (HBB) in Q4 2021, closing a stake of 15 shares.

Ellevest Inc first reported a position in HBB in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 60 funds tracked by Wall St. Rank hold HBB as of Q4 2021.

Ellevest Inc reported no remaining Hamilton Beach Brands position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 15 Hamilton Beach Brands shares in Q4 2021.
Ellevest Inc first reported a position in Hamilton Beach Brands in Q3 2021 and held it in 1 quarter.
Ellevest Inc's Hamilton Beach Brands position peaked at $0 in Q3 2021.
60 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.