Kula Investments’s Hillman Solutions HLMN Stock Holding History

Kula Investments’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 Q1	–	Sell	-24,180	Closed	-$174K	–	719
2022 Q4	$174K	Buy	+24,180	New	+$182K	0.05%	539

Other funds holding HLMN

CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $194B AUM 35% 1-Year Est. Return

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

Kula Investments's HLMN Position: Q1 2023 in Review

Kula Investments sold out of Hillman Solutions (HLMN) in Q1 2023, closing a stake of 24,180 shares — an estimated $174K sold.

Kula Investments first reported a position in HLMN in Q4 2022 and held it in 1 quarter. The position peaked at $174K in Q4 2022. 173 funds tracked by Wall St. Rank hold HLMN as of Q1 2023.

Kula Investments reported no remaining Hillman Solutions position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 24,180 Hillman Solutions shares in Q1 2023, an estimated $174K.
Kula Investments first reported a position in Hillman Solutions in Q4 2022 and held it in 1 quarter.
Kula Investments's Hillman Solutions position peaked at $174K in Q4 2022.
173 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.