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Wetzel Investment Advisors’s Hillman Solutions HLMN Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-90
Closed -$958 – 445
2024
Q2 		$958 Hold
90
– – ﹤0.01% 823
2024
Q1 		$842 Hold
90
– – ﹤0.01% 944
2023
Q4 		$1K Buy
+90
New +$687 ﹤0.01% 939

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wetzel Investment Advisors's HLMN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Hillman Solutions (HLMN) in Q3 2024, closing a stake of 90 shares — an estimated $958 sold.

Wetzel Investment Advisors first reported a position in HLMN in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 221 funds tracked by Wall St. Rank hold HLMN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Hillman Solutions position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 90 Hillman Solutions shares in Q3 2024, an estimated $958.
  • Wetzel Investment Advisors first reported a position in Hillman Solutions in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Hillman Solutions position peaked at $1K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.