J. Goldman & Co’s Hamilton Beach Brands HBB Stock Holding History

J. Goldman & Co’s Portfolio HBB Stock Details HBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-45,000	Closed	-$987K	–	268
2018 Q3	$987K	Buy	+45,000	New	+$1.14M	0.07%	191

Other funds holding HBB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

J. Goldman & Co's HBB Position: Q4 2018 in Review

J. Goldman & Co sold out of Hamilton Beach Brands (HBB) in Q4 2018, closing a stake of 45,000 shares — an estimated $987K sold.

J. Goldman & Co first reported a position in HBB in Q3 2018 and held it in 1 quarter. The position peaked at $987K in Q3 2018. 75 funds tracked by Wall St. Rank hold HBB as of Q4 2018.

J. Goldman & Co reported no remaining Hamilton Beach Brands position as of Q4 2018 after selling out during the quarter.
J. Goldman & Co sold 45,000 Hamilton Beach Brands shares in Q4 2018, an estimated $987K.
J. Goldman & Co first reported a position in Hamilton Beach Brands in Q3 2018 and held it in 1 quarter.
J. Goldman & Co's Hamilton Beach Brands position peaked at $987K in Q3 2018.
75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2018.

Based on J. Goldman & Co's 13F filing for Q4 2018, filed 14 Feb 2019.