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Hamilton Beach Brand shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Hamilton Beach Brand

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

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Quarterly reported holdings in Hamilton Beach Brand by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.1k 524 9.66
2023-03-31 $5.3k 519 10.23
2022-12-31 $6.4k 513 12.40
2022-09-30 $6.0k 510 11.76
2022-06-30 $12k 1.0k 11.94
2022-03-31 $10k 1.0k 10.00

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State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding Hamilton Beach Brand

BlackRock
Ameriprise Financial
Vanguard Group
Dimensional Fund Advisors
Pacific Ridge Capital Partners
American Century Companies
North Star Investment Management
Geode Capital Management
Curbstone Financial Management
State Street Corporation
Bridgeway Capital Management
Bank of New York Mellon
Northern Trust
Mork Capital Management
Pnc Financial Services

View all funds holding Hamilton Beach Brand