Institutional & Family Asset Management’s Hillman Solutions HLMN Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$13.7K	Buy	1,545 +163	+12%	+$1.54K	﹤0.01%	386
2024 Q1	$14.7K	Hold	1,382	–	–	﹤0.01%	365
2023 Q4	$12.7K	Buy	1,382 +192	+16%	+$1.47K	﹤0.01%	361
2023 Q3	$9.82K	Hold	1,190	–	–	﹤0.01%	380
2023 Q2	$10.7K	Buy	1,190 +304	+34%	+$2.53K	﹤0.01%	378
2023 Q1	$7.46K	Buy	886 +411	+87%	+$3.58K	﹤0.01%	413
2022 Q4	$3.42K	Buy	475 +90	+23%	+$677	﹤0.01%	515
2022 Q3	$3K	Hold	385	–	–	﹤0.01%	549
2022 Q2	$3K	Buy	+385	New	+$4.24K	﹤0.01%	553

Other funds holding HLMN

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

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

BlackRock New York $5.72T AUM 30.48% 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BAM

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Institutional & Family Asset Management's HLMN Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Hillman Solutions (HLMN) stake by 12% in Q2 2024, buying an estimated $1.54K and bringing the position to 1,545 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Institutional & Family Asset Management first reported a position in HLMN in Q2 2022 and has held it in 9 quarters since. The position peaked at $14.7K in Q1 2024. 199 funds tracked by Wall St. Rank hold HLMN as of Q2 2024.

Institutional & Family Asset Management held 1,545 shares of Hillman Solutions worth $13.7K as of Q2 2024.
Institutional & Family Asset Management bought 163 Hillman Solutions shares in Q2 2024, an estimated $1.54K.
Hillman Solutions made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #386 holding.
Institutional & Family Asset Management first reported a position in Hillman Solutions in Q2 2022 and has held it in 9 quarters since.
Institutional & Family Asset Management's Hillman Solutions position peaked at $14.7K in Q1 2024.
199 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.