RWM
HSII

Ritholtz Wealth Management’s Heidrick & Struggles HSII Stock Holding History

Ritholtz Wealth Management’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
2022
Q1 		– Sell
-5,366
Closed -$235K – 580
2021
Q4 		$235K Buy
+5,366
New +$244K 0.01% 464

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ritholtz Wealth Management's HSII Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Heidrick & Struggles (HSII) in Q1 2022, closing a stake of 5,366 shares — an estimated $235K sold.

Ritholtz Wealth Management first reported a position in HSII in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 176 funds tracked by Wall St. Rank hold HSII as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Heidrick & Struggles position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,366 Heidrick & Struggles shares in Q1 2022, an estimated $235K.
  • Ritholtz Wealth Management first reported a position in Heidrick & Struggles in Q4 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's Heidrick & Struggles position peaked at $235K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.