Halpern Financial’s Hecla Mining HL Stock Holding History

Halpern Financial’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
2020 Q2	–	Sell	-4,000	Closed	-$7.28K	–	182
2020 Q1	$7.28K	Sell	4,000 -4,000	-50%	-$11.1K	0.01%	103
2019 Q4	$27.1K	Buy	+8,000	New	+$19.6K	0.02%	74

Other funds holding HL

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Halpern Financial's HL Position: Q2 2020 in Review

Halpern Financial sold out of Hecla Mining (HL) in Q2 2020, closing a stake of 4,000 shares — an estimated $7.28K sold.

Halpern Financial first reported a position in HL in Q4 2019 and held it in 2 quarters. The position peaked at $27.1K in Q4 2019. 216 funds tracked by Wall St. Rank hold HL as of Q2 2020.

Halpern Financial reported no remaining Hecla Mining position as of Q2 2020 after selling out during the quarter.
Halpern Financial sold 4,000 Hecla Mining shares in Q2 2020, an estimated $7.28K.
Halpern Financial first reported a position in Hecla Mining in Q4 2019 and held it in 2 quarters.
Halpern Financial's Hecla Mining position peaked at $27.1K in Q4 2019.
216 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2020.

Based on Halpern Financial's 13F filing for Q2 2020, filed 21 Sep 2023.