JP Morgan Private Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$685K	Sell	83,056 -5,034	-6%	-$45.7K	﹤0.01%	1115
2023 Q2	$794K	Sell	88,090 -41,188	-32%	-$343K	﹤0.01%	849
2023 Q1	$1.09M	Buy	129,278 +57,191	+79%	+$498K	﹤0.01%	1126
2022 Q4	$520K	Buy	72,087 +13,129	+22%	+$98.7K	﹤0.01%	1461
2022 Q3	$445K	Sell	58,958 -12,019	-17%	-$106K	﹤0.01%	1510
2022 Q2	$613K	Buy	+70,977	New	+$781K	﹤0.01%	1373

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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's HLMN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Hillman Solutions (HLMN) stake by 5.7% in Q3 2023, selling an estimated $45.7K and leaving 83,056 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

JP Morgan Private Wealth Advisors first reported a position in HLMN in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2023. 187 funds tracked by Wall St. Rank hold HLMN as of Q3 2023.

JP Morgan Private Wealth Advisors held 83,056 shares of Hillman Solutions worth $685K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,034 Hillman Solutions shares in Q3 2023, an estimated $45.7K.
Hillman Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1115 holding.
JP Morgan Private Wealth Advisors first reported a position in Hillman Solutions in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Hillman Solutions position peaked at $1.09M in Q1 2023.
187 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.