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Schubert & Co’s Hecla Mining HL Stock Holding History

Schubert & Co’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-394
Closed -$2.5K – 682
2023
Q1 		$2.5K Sell
394
-1
-0.3% -$6 ﹤0.01% 798
2022
Q4 		$2.2K Buy
395
+1
+0.3% +$5 ﹤0.01% 822
2022
Q3 		$2K Buy
394
+208
+112% +$846 ﹤0.01% 814
2022
Q2 		$1K Buy
186
+59
+46% +$307 ﹤0.01% 1122
2022
Q1 		$1K Buy
127
+29
+30% +$168 ﹤0.01% 725
2021
Q4 		$1K Buy
+98
New +$548 ﹤0.01% 679

Other funds holding HL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Schubert & Co's HL Position: Q2 2023 in Review

Schubert & Co sold out of Hecla Mining (HL) in Q2 2023, closing a stake of 394 shares — an estimated $2.5K sold.

Schubert & Co first reported a position in HL in Q4 2021 and held it in 6 quarters. The position peaked at $2.5K in Q1 2023. 297 funds tracked by Wall St. Rank hold HL as of Q2 2023.

  • Schubert & Co reported no remaining Hecla Mining position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 394 Hecla Mining shares in Q2 2023, an estimated $2.5K.
  • Schubert & Co first reported a position in Hecla Mining in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Hecla Mining position peaked at $2.5K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.