SWS
HLMN icon

SYSTM Wealth Solutions’s Hillman Solutions HLMN Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-13,511
Closed -$144K – 800
2024
Q1 		$144K Hold
13,511
– – 0.02% 433
2023
Q4 		$124K Sell
13,511
-7,466
-36% -$57K 0.02% 429
2023
Q3 		$173K Sell
20,977
-2,000
-9% -$18.2K 0.03% 447
2023
Q2 		$207K Sell
22,977
-25,307
-52% -$211K 0.03% 449
2023
Q1 		$407K Buy
48,284
+17,177
+55% +$149K 0.06% 332
2022
Q4 		$224K Buy
+31,107
New +$234K 0.03% 480

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SYSTM Wealth Solutions's HLMN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Hillman Solutions (HLMN) in Q2 2024, closing a stake of 13,511 shares — an estimated $144K sold.

SYSTM Wealth Solutions first reported a position in HLMN in Q4 2022 and held it in 6 quarters. The position peaked at $407K in Q1 2023. 199 funds tracked by Wall St. Rank hold HLMN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Hillman Solutions position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,511 Hillman Solutions shares in Q2 2024, an estimated $144K.
  • SYSTM Wealth Solutions first reported a position in Hillman Solutions in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Hillman Solutions position peaked at $407K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.