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Hillcrest Wealth Advisors’s Lands' End LE Stock Holding History

Hillcrest Wealth Advisors’s Portfolio LE Stock Details LE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,000
Closed -$85.4K – 48
2023
Q2 		$85.4K Sell
11,000
-3,000
-21% -$24.2K 0.05% 46
2023
Q1 		$136K Sell
14,000
-2,800
-17% -$23.5K 0.08% 47
2022
Q4 		$128K Hold
16,800
– – 0.08% 49
2022
Q3 		$130K Buy
+16,800
New +$207K 0.08% 51

Other funds holding LE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

Hillcrest Wealth Advisors's LE Position: Q3 2023 in Review

Hillcrest Wealth Advisors sold out of Lands' End (LE) in Q3 2023, closing a stake of 11,000 shares — an estimated $85.4K sold.

Hillcrest Wealth Advisors first reported a position in LE in Q3 2022 and held it in 4 quarters. The position peaked at $136K in Q1 2023. 92 funds tracked by Wall St. Rank hold LE as of Q3 2023.

  • Hillcrest Wealth Advisors reported no remaining Lands' End position as of Q3 2023 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 11,000 Lands' End shares in Q3 2023, an estimated $85.4K.
  • Hillcrest Wealth Advisors first reported a position in Lands' End in Q3 2022 and held it in 4 quarters.
  • Hillcrest Wealth Advisors's Lands' End position peaked at $136K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Lands' End as of Q3 2023.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.