Sheets Smith Wealth Management’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History

Sheets Smith Wealth Management’s Portfolio HCCI Stock Details HCCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-13,554	Closed	-$286K	–	351
2020 Q4	$286K	Buy	13,554 +325	+2%	+$6.02K	0.04%	282
2020 Q3	$177K	Hold	13,229	–	–	0.03%	286
2020 Q2	$231K	Hold	13,229	–	–	0.05%	226
2020 Q1	$215K	Buy	13,229 +683	+5%	+$17.3K	0.05%	245
2019 Q4	$394K	Sell	12,546 -517	-4%	-$14.8K	0.08%	235
2019 Q3	$346K	Sell	13,063 -78	-0.6%	-$2.03K	0.07%	231
2019 Q2	$346K	Hold	13,141	–	–	0.07%	253
2019 Q1	$361K	Sell	13,141 -85	-0.6%	-$2.16K	0.08%	245
2018 Q4	$304K	Sell	13,226 -405	-3%	-$9.53K	0.08%	225
2018 Q3	$291K	Buy	13,631 +163	+1%	+$3.57K	0.06%	294
2018 Q2	$271K	Buy	13,468 +1,715	+15%	+$35.9K	0.06%	276
2018 Q1	$277K	Buy	+11,753	New	+$261K	0.07%	268

Other funds holding HCCI

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return

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

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return