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Kennedy Capital Management’s Hamilton Beach Brands HBB Stock Holding History

Kennedy Capital Management’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
2020
Q1 		– Sell
-61,939
Closed -$1.18M – 687
2019
Q4 		$1.18M Buy
+61,939
New +$1.14M 0.03% 603
2019
Q1 		– Sell
-26,100
Closed -$612K – 697
2018
Q4 		$612K Buy
+26,100
New +$561K 0.02% 646

Other funds holding HBB

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kennedy Capital Management's HBB Position: Q1 2020 in Review

Kennedy Capital Management sold out of Hamilton Beach Brands (HBB) in Q1 2020, closing a stake of 61,939 shares — an estimated $1.18M sold.

Kennedy Capital Management first reported a position in HBB in Q4 2018 and held it in 2 quarters. The position peaked at $1.18M in Q4 2019. 75 funds tracked by Wall St. Rank hold HBB as of Q1 2020.

  • Kennedy Capital Management reported no remaining Hamilton Beach Brands position as of Q1 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 61,939 Hamilton Beach Brands shares in Q1 2020, an estimated $1.18M.
  • Kennedy Capital Management first reported a position in Hamilton Beach Brands in Q4 2018 and held it in 2 quarters.
  • Kennedy Capital Management's Hamilton Beach Brands position peaked at $1.18M in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2020.

Based on Kennedy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.