SGI
HCCI

Summit Global Investments’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History

Summit Global Investments’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
2023
Q2 		– Sell
-17,700
Closed -$630K – 645
2023
Q1 		$630K Sell
17,700
-10,200
-37% -$368K 0.05% 314
2022
Q4 		$906K Buy
27,900
+4,500
+19% +$135K 0.08% 209
2022
Q3 		$692K Buy
23,400
+100
+0.4% +$3.13K 0.06% 254
2022
Q2 		$628K Buy
23,300
+12,800
+122% +$348K 0.06% 286
2022
Q1 		$311K Hold
10,500
– – 0.02% 408
2021
Q4 		$336K Buy
+10,500
New +$341K 0.02% 435

Other funds holding HCCI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Summit Global Investments's HCCI Position: Q2 2023 in Review

Summit Global Investments sold out of Heritage-Crystal Clean, Inc. (HCCI) in Q2 2023, closing a stake of 17,700 shares — an estimated $630K sold.

Summit Global Investments first reported a position in HCCI in Q4 2021 and held it in 6 quarters. The position peaked at $906K in Q4 2022. 132 funds tracked by Wall St. Rank hold HCCI as of Q2 2023.

  • Summit Global Investments reported no remaining Heritage-Crystal Clean, Inc. position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 17,700 Heritage-Crystal Clean, Inc. shares in Q2 2023, an estimated $630K.
  • Summit Global Investments first reported a position in Heritage-Crystal Clean, Inc. in Q4 2021 and held it in 6 quarters.
  • Summit Global Investments's Heritage-Crystal Clean, Inc. position peaked at $906K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Heritage-Crystal Clean, Inc. as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.