SPIA
HSII

Steward Partners Investment Advisory’s Heidrick & Struggles HSII Stock Holding History

Steward Partners Investment Advisory’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$2.8K – 3358
2022
Q4 		$2.8K Buy
+100
New +$2.83K ﹤0.01% 2943

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Steward Partners Investment Advisory's HSII Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Heidrick & Struggles (HSII) in Q1 2023, closing a stake of 100 shares — an estimated $2.8K sold.

Steward Partners Investment Advisory first reported a position in HSII in Q4 2022 and held it in 1 quarter. The position peaked at $2.8K in Q4 2022. 171 funds tracked by Wall St. Rank hold HSII as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Heidrick & Struggles position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Heidrick & Struggles shares in Q1 2023, an estimated $2.8K.
  • Steward Partners Investment Advisory first reported a position in Heidrick & Struggles in Q4 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Heidrick & Struggles position peaked at $2.8K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.