HBK Sorce Advisory’s Hillman Solutions HLMN Stock Holding History

HBK Sorce Advisory’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-60,000	Closed	-$63K	–	711
2022 Q4	$63K	Buy	60,000 +30,000	+100%	+$226K	﹤0.01%	715
2022 Q3	$31K	Buy	+30,000	New	+$264K	﹤0.01%	539

Other funds holding HLMN

CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

HBK Sorce Advisory's HLMN Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Hillman Solutions (HLMN) in Q1 2023, closing a stake of 60,000 shares — an estimated $63K sold.

HBK Sorce Advisory first reported a position in HLMN in Q3 2022 and held it in 2 quarters. The position peaked at $63K in Q4 2022. 173 funds tracked by Wall St. Rank hold HLMN as of Q1 2023.

HBK Sorce Advisory reported no remaining Hillman Solutions position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 60,000 Hillman Solutions shares in Q1 2023, an estimated $63K.
HBK Sorce Advisory first reported a position in Hillman Solutions in Q3 2022 and held it in 2 quarters.
HBK Sorce Advisory's Hillman Solutions position peaked at $63K in Q4 2022.
173 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.