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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

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

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

CSC

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

Sheets Smith Wealth Management's HCCI Position: Q1 2021 in Review

Sheets Smith Wealth Management sold out of Heritage-Crystal Clean, Inc. (HCCI) in Q1 2021, closing a stake of 13,554 shares — an estimated $286K sold.

Sheets Smith Wealth Management first reported a position in HCCI in Q1 2018 and held it in 12 quarters. The position peaked at $394K in Q4 2019. 86 funds tracked by Wall St. Rank hold HCCI as of Q1 2021.

Sheets Smith Wealth Management reported no remaining Heritage-Crystal Clean, Inc. position as of Q1 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,554 Heritage-Crystal Clean, Inc. shares in Q1 2021, an estimated $286K.
Sheets Smith Wealth Management first reported a position in Heritage-Crystal Clean, Inc. in Q1 2018 and held it in 12 quarters.
Sheets Smith Wealth Management's Heritage-Crystal Clean, Inc. position peaked at $394K in Q4 2019.
86 funds tracked by Wall St. Rank held Heritage-Crystal Clean, Inc. as of Q1 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.