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Tradition Wealth Management’s Hillman Solutions HLMN Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-3,039
Closed -$28K – 736
2023
Q4 		$28K Hold
3,039
– – ﹤0.01% 764
2023
Q3 		$25K Hold
3,039
– – ﹤0.01% 790
2023
Q2 		$27K Hold
3,039
– – ﹤0.01% 799
2023
Q1 		$26K Hold
3,039
– – ﹤0.01% 769
2022
Q4 		$22K Hold
3,039
– – ﹤0.01% 732
2022
Q3 		$23K Buy
+3,039
New +$26.8K ﹤0.01% 721

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tradition Wealth Management's HLMN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Hillman Solutions (HLMN) in Q1 2024, closing a stake of 3,039 shares — an estimated $28K sold.

Tradition Wealth Management first reported a position in HLMN in Q3 2022 and held it in 6 quarters. The position peaked at $28K in Q4 2023. 194 funds tracked by Wall St. Rank hold HLMN as of Q1 2024.

  • Tradition Wealth Management reported no remaining Hillman Solutions position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 3,039 Hillman Solutions shares in Q1 2024, an estimated $28K.
  • Tradition Wealth Management first reported a position in Hillman Solutions in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Hillman Solutions position peaked at $28K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.