SMH
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Sanders Morris Harris’s Heritage Global HGBL Stock Holding History

Sanders Morris Harris’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,600
Closed -$22K – 320
2021
Q4 		$22K Buy
+11,600
New +$20.2K ﹤0.01% 308

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Morris Harris's HGBL Position: Q1 2022 in Review

Sanders Morris Harris sold out of Heritage Global (HGBL) in Q1 2022, closing a stake of 11,600 shares — an estimated $22K sold.

Sanders Morris Harris first reported a position in HGBL in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 28 funds tracked by Wall St. Rank hold HGBL as of Q1 2022.

  • Sanders Morris Harris reported no remaining Heritage Global position as of Q1 2022 after selling out during the quarter.
  • Sanders Morris Harris sold 11,600 Heritage Global shares in Q1 2022, an estimated $22K.
  • Sanders Morris Harris first reported a position in Heritage Global in Q4 2021 and held it in 1 quarter.
  • Sanders Morris Harris's Heritage Global position peaked at $22K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Heritage Global as of Q1 2022.

Based on Sanders Morris Harris's 13F filing for Q1 2022, filed 11 Apr 2022.