HF
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HRT Financial’s Limbach Holdings LMB Stock Holding History

HRT Financial’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,995
Closed -$595K – 3206
2025
Q1 		$595K Buy
7,995
+576
+8% +$50.3K ﹤0.01% 1369
2024
Q4 		$634K Sell
7,419
-12,753
-63% -$1.12M ﹤0.01% 1326
2024
Q3 		$1.53M Buy
+20,172
New +$1.28M 0.01% 1007
2024
Q1 		– Sell
-15,906
Closed -$723K – 2756
2023
Q4 		$723K Buy
+15,906
New +$571K 0.01% 1161
2023
Q2 		– Sell
-21,740
Closed -$376K – 2925
2023
Q1 		$376K Buy
+21,740
New +$295K ﹤0.01% 1575

Other funds holding LMB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return