Comprehensive Portfolio Management »

Hamilton Beach Brand shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Hamilton Beach Brand (HBB) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Hamilton Beach Brand

Tip: Access up to 7 years of quarterly data

All positions including Hamilton Beach Brand held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hamilton Beach Brand by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $719k 30k 24.36
2023-12-31 $210k 12k 17.49

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Hamilton Beach Brand

Ameriprise Financial
Vanguard Group
Pacific Ridge Capital Partners
Dimensional Fund Advisors
Third Avenue Management
BlackRock
Millennium Management
North Star Investment Management
Hillsdale Investment Management
Jane Street
Acadian Asset Management
Azarias Capital Management
Susquehanna International
Geode Capital Management
O'shaughnessy Asset Management

View all funds holding Hamilton Beach Brand