Shepherd Kaplan Krochuk’s Horizon Global Corporation HZN Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio HZN Stock Details HZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-14,000	Closed	-$83K	–	251
2018 Q2	$83K	Sell	14,000 -22,000	-61%	-$152K	0.05%	205
2018 Q1	$297K	Buy	+36,000	New	+$360K	0.18%	151

Other funds holding HZN

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

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

Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SCPM

Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return

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

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Shepherd Kaplan Krochuk's HZN Position: Q3 2018 in Review

Shepherd Kaplan Krochuk sold out of Horizon Global Corporation (HZN) in Q3 2018, closing a stake of 14,000 shares — an estimated $83K sold.

Shepherd Kaplan Krochuk first reported a position in HZN in Q1 2018 and held it in 2 quarters. The position peaked at $297K in Q1 2018. 70 funds tracked by Wall St. Rank hold HZN as of Q3 2018.

Shepherd Kaplan Krochuk reported no remaining Horizon Global Corporation position as of Q3 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 14,000 Horizon Global Corporation shares in Q3 2018, an estimated $83K.
Shepherd Kaplan Krochuk first reported a position in Horizon Global Corporation in Q1 2018 and held it in 2 quarters.
Shepherd Kaplan Krochuk's Horizon Global Corporation position peaked at $297K in Q1 2018.
70 funds tracked by Wall St. Rank held Horizon Global Corporation as of Q3 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2018, filed 14 Nov 2018.