TW
HLMN icon

TrinityPoint Wealth’s Hillman Solutions HLMN Stock Holding History

TrinityPoint 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
2024
Q4 		$120K Buy
+12,321
New +$132K 0.02% 330

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TrinityPoint Wealth's HLMN Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Hillman Solutions (HLMN) in Q4 2024: 12,321 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings.

248 funds tracked by Wall St. Rank hold HLMN as of Q4 2024.

  • TrinityPoint Wealth held 12,321 shares of Hillman Solutions worth $120K as of Q4 2024.
  • Hillman Solutions was a new TrinityPoint Wealth position in Q4 2024.
  • Hillman Solutions made up 0.02% of TrinityPoint Wealth's portfolio in Q4 2024, its #330 holding.
  • 248 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.