LF
HSII

Lee Financial’s Heidrick & Struggles HSII Stock Holding History

Lee Financial’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-76
Closed -$2.25K – 462
2023
Q4 		$2.25K Hold
76
– – ﹤0.01% 725
2023
Q3 		$1.9K Hold
76
– – ﹤0.01% 698
2023
Q2 		$2.01K Hold
76
– – ﹤0.01% 661
2023
Q1 		$2.31K Hold
76
– – ﹤0.01% 645
2022
Q4 		$2.13K Buy
+76
New +$2.15K ﹤0.01% 681
2022
Q3 		– Sell
-56
Closed -$2K – 899
2022
Q2 		$2K Buy
+56
New +$1.92K ﹤0.01% 699

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

Lee Financial's HSII Position: Q1 2024 in Review

Lee Financial sold out of Heidrick & Struggles (HSII) in Q1 2024, closing a stake of 76 shares — an estimated $2.25K sold.

Lee Financial first reported a position in HSII in Q2 2022 and held it in 6 quarters. The position peaked at $2.31K in Q1 2023. 174 funds tracked by Wall St. Rank hold HSII as of Q1 2024.

  • Lee Financial reported no remaining Heidrick & Struggles position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 76 Heidrick & Struggles shares in Q1 2024, an estimated $2.25K.
  • Lee Financial first reported a position in Heidrick & Struggles in Q2 2022 and held it in 6 quarters.
  • Lee Financial's Heidrick & Struggles position peaked at $2.31K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.