Newman & Schimel’s Hackett Group HCKT Stock Holding History

Newman & Schimel’s Portfolio HCKT Stock Details HCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-22,030	Closed	-$418K	–	45
2022 Q2	$418K	Buy	22,030 +611	+3%	+$13.2K	0.2%	33
2022 Q1	$494K	Hold	21,419	–	–	0.32%	29
2021 Q4	$440K	Hold	21,419	–	–	0.25%	29
2021 Q3	$420K	Sell	21,419 -5,000	-19%	-$93.6K	0.26%	31
2021 Q2	$476K	Buy	26,419 +1,137	+4%	+$19.8K	0.3%	29
2021 Q1	$414K	Sell	25,282 -5,000	-17%	-$77.4K	0.28%	32
2020 Q4	$436K	Buy	+30,282	New	+$420K	0.36%	32

Other funds holding HCKT

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Newman & Schimel's HCKT Position: Q3 2022 in Review

Newman & Schimel sold out of Hackett Group (HCKT) in Q3 2022, closing a stake of 22,030 shares — an estimated $418K sold.

Newman & Schimel first reported a position in HCKT in Q4 2020 and held it in 7 quarters. The position peaked at $494K in Q1 2022. 155 funds tracked by Wall St. Rank hold HCKT as of Q3 2022.

Newman & Schimel reported no remaining Hackett Group position as of Q3 2022 after selling out during the quarter.
Newman & Schimel sold 22,030 Hackett Group shares in Q3 2022, an estimated $418K.
Newman & Schimel first reported a position in Hackett Group in Q4 2020 and held it in 7 quarters.
Newman & Schimel's Hackett Group position peaked at $494K in Q1 2022.
155 funds tracked by Wall St. Rank held Hackett Group as of Q3 2022.

Based on Newman & Schimel's 13F filing for Q3 2022, filed 25 Oct 2022.