ZIG
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Zuckerman Investment Group’s Hamilton Beach Brands HBB Stock Holding History

Zuckerman Investment Group’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-45,309
Closed -$562K – 137
2023
Q3 		$562K Buy
45,309
+378
+0.8% +$4.19K 0.08% 77
2023
Q2 		$434K Sell
44,931
-6,360
-12% -$63.3K 0.06% 89
2023
Q1 		$525K Hold
51,291
– – 0.08% 77
2022
Q4 		$635K Sell
51,291
-13,099
-20% -$169K 0.1% 71
2022
Q3 		$751K Sell
64,390
-17,065
-21% -$203K 0.14% 62
2022
Q2 		$1.01M Buy
81,455
+17,656
+28% +$187K 0.18% 56
2022
Q1 		$742K Sell
63,799
-146,411
-70% -$1.9M 0.12% 62
2021
Q4 		$3.02M Sell
210,210
-62,183
-23% -$957K 0.47% 49
2021
Q3 		$4.27M Sell
272,393
-5,878
-2% -$105K 0.71% 48
2021
Q2 		$6.2M Sell
278,271
-6,233
-2% -$136K 0.98% 40
2021
Q1 		$5.16M Sell
284,504
-310,299
-52% -$5.64M 0.85% 44
2020
Q4 		$10.4M Sell
594,803
-87,294
-13% -$1.72M 1.92% 21
2020
Q3 		$13.3M Sell
682,097
-185,225
-21% -$3.18M 2.94% 14
2020
Q2 		$1.03M Sell
867,322
-31,593
-4% -$346K 0.24% 45
2020
Q1 		$8.55M Sell
898,915
-95,436
-10% -$1.33M 2.49% 19
2019
Q4 		$19M Buy
994,351
+190,526
+24% +$3.5M 3.96% 4
2019
Q3 		$13M Sell
803,825
-660
-0.1% -$10.2K 3.07% 14
2019
Q2 		$15.3M Buy
804,485
+23,009
+3% +$441K 3.39% 9
2019
Q1 		$16.8M Buy
781,476
+125,325
+19% +$3.05M 3.96% 8
2018
Q4 		$15.4M Buy
656,151
+9,335
+1% +$201K 4.28% 7
2018
Q3 		$14.2M Buy
646,816
+19,595
+3% +$497K 3.09% 12
2018
Q2 		$18.2M Buy
627,221
+22,530
+4% +$583K 4.27% 9
2018
Q1 		$12.8M Buy
604,691
+14,550
+2% +$361K 3.28% 11
2017
Q4 		$15.2M Buy
+590,141
New +$18.9M 3.8% 13

Other funds holding HBB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Zuckerman Investment Group's HBB Position: Q4 2023 in Review

Zuckerman Investment Group sold out of Hamilton Beach Brands (HBB) in Q4 2023, closing a stake of 45,309 shares — an estimated $562K sold.

Zuckerman Investment Group first reported a position in HBB in Q4 2017 and held it in 24 quarters. The position peaked at $19M in Q4 2019. 60 funds tracked by Wall St. Rank hold HBB as of Q4 2023.

  • Zuckerman Investment Group reported no remaining Hamilton Beach Brands position as of Q4 2023 after selling out during the quarter.
  • Zuckerman Investment Group sold 45,309 Hamilton Beach Brands shares in Q4 2023, an estimated $562K.
  • Zuckerman Investment Group first reported a position in Hamilton Beach Brands in Q4 2017 and held it in 24 quarters.
  • Zuckerman Investment Group's Hamilton Beach Brands position peaked at $19M in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2023.

Based on Zuckerman Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.