SVB Wealth’s Hillman Solutions HLMN Stock Holding History

SVB Wealth’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,825	Closed	-$90K	–	1067
2022 Q3	$90K	Buy	+11,825	New	+$104K	﹤0.01%	921

Other funds holding HLMN

CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's HLMN Position: Q4 2022 in Review

SVB Wealth sold out of Hillman Solutions (HLMN) in Q4 2022, closing a stake of 11,825 shares — an estimated $90K sold.

SVB Wealth first reported a position in HLMN in Q3 2022 and held it in 1 quarter. The position peaked at $90K in Q3 2022. 171 funds tracked by Wall St. Rank hold HLMN as of Q4 2022.

SVB Wealth reported no remaining Hillman Solutions position as of Q4 2022 after selling out during the quarter.
SVB Wealth sold 11,825 Hillman Solutions shares in Q4 2022, an estimated $90K.
SVB Wealth first reported a position in Hillman Solutions in Q3 2022 and held it in 1 quarter.
SVB Wealth's Hillman Solutions position peaked at $90K in Q3 2022.
171 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.