Hellman Jordan Management Company’s Hecla Mining HL Stock Holding History

Hellman Jordan Management Company’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
2022 Q4	–	Sell	-95,954	Closed	-$378K	–	45
2022 Q3	$378K	Sell	95,954 -56,046	-37%	-$228K	0.66%	40
2022 Q2	$596K	Sell	152,000 -500	-0.3%	-$2.6K	0.8%	35
2022 Q1	$1M	Buy	152,500 +2,500	+2%	+$14.5K	1.09%	35
2021 Q4	$783K	Buy	+150,000	New	+$838K	0.94%	43

Other funds holding HL

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hellman Jordan Management Company's HL Position: Q4 2022 in Review

Hellman Jordan Management Company sold out of Hecla Mining (HL) in Q4 2022, closing a stake of 95,954 shares — an estimated $378K sold.

Hellman Jordan Management Company first reported a position in HL in Q4 2021 and held it in 4 quarters. The position peaked at $1M in Q1 2022. 290 funds tracked by Wall St. Rank hold HL as of Q4 2022.

Hellman Jordan Management Company reported no remaining Hecla Mining position as of Q4 2022 after selling out during the quarter.
Hellman Jordan Management Company sold 95,954 Hecla Mining shares in Q4 2022, an estimated $378K.
Hellman Jordan Management Company first reported a position in Hecla Mining in Q4 2021 and held it in 4 quarters.
Hellman Jordan Management Company's Hecla Mining position peaked at $1M in Q1 2022.
290 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.