Simplex Trading
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Simplex Trading’s Hamilton Beach Brands HBB Stock Holding History

Simplex Trading’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-600
Closed -$8K – 9145
2025
Q3 		$8K Buy
600
+500
+500% +$7.8K ﹤0.01% 8022
2025
Q2 		$1K Hold
100
– – ﹤0.01% 8324
2025
Q1 		$1K Buy
+100
New +$1.8K ﹤0.01% 8214
2023
Q1 		– Sell
-300
Closed -$3K – 9440
2022
Q4 		$3K Sell
300
-100
-25% -$1.29K ﹤0.01% 8365
2022
Q3 		$4K Buy
400
+300
+300% +$3.58K ﹤0.01% 8910
2022
Q2 		$1K Buy
+100
New +$1.06K ﹤0.01% 9585

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's HBB Position: Q3 2022 in Review

Simplex Trading sold out of Hamilton Beach Brands (HBB) in Q3 2022, closing a stake of 38 shares — an estimated $453 sold.

Simplex Trading first reported a position in HBB in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 45 funds tracked by Wall St. Rank hold HBB as of Q3 2022.

  • Simplex Trading reported no remaining Hamilton Beach Brands position as of Q3 2022 after selling out during the quarter.
  • Simplex Trading sold 38 Hamilton Beach Brands shares in Q3 2022, an estimated $453.
  • Simplex Trading first reported a position in Hamilton Beach Brands in Q1 2022 and held it in 2 quarters.
  • Simplex Trading's Hamilton Beach Brands position peaked at $10K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2022.

Based on Simplex Trading's 13F filing for Q3 2022, filed 4 Nov 2022.