RIG
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Roosevelt Investment Group’s Hackett Group HCKT Stock Holding History

Roosevelt Investment Group’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
2021
Q1 		– Sell
-10,425
Closed -$150K – 247
2020
Q4 		$150K Sell
10,425
-96
-0.9% -$1.33K 0.01% 216
2020
Q3 		$118K Sell
10,521
-800
-7% -$10.3K 0.01% 210
2020
Q2 		$153K Hold
11,321
– – 0.02% 163
2020
Q1 		$144K Sell
11,321
-268
-2% -$4.02K 0.02% 153
2019
Q4 		$187K Buy
+11,589
New +$184K 0.02% 148

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Vanguard Group
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Dimensional Fund Advisors
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PAIM
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HP
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AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Bank of America
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return