Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: HPM Partners LLC
  City: New York
  State: NY
  Zip: 10017
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $29,886,568,000
  Total Value Change : $10,076,611,000
  Securities Held Change : 462
   
All Securities Held : 1848
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 56     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PCK)1 Year Chart         PCK Pimco California Municipal ... Closed $5.89 $0 0 0% -100,000 -20,000 0    Closed - End Fund - F...
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... Closed $21.19 $0 0 0% -334,000 -15,725 0    N/A
   (BKT)1 Year Chart         BKT Blackrock Income Trust Inc Closed $11.57 $0 0 0% -317,000 -27,836 0    Closed - End Fund - Debt
   (BILI)1 Year Chart         BILI Bilibili Inc Closed $13.87 $0 0 0% -147,000 -10,668 0    N/A
   (HLIT)1 Year Chart         HLIT Harmonic Inc Closed $10.85 $0 0 0% -3,366,000 -349,582 0    Communication Equipment
   (HZNP)1 Year Chart         HZNP Horizon Pharma, Inc. Closed $28.30 $0 0 0% -485,000 -4,194 0    Drug Manufacturers - ...
   (VMW)1 Year Chart         VMW VMware, Inc. Closed $142.48 $0 0 0% -1,069,000 -6,418 0    Technical & System So...
   (AVAL)1 Year Chart         AVAL Grupo Aval Acciones Y Valor... Closed $2.40 $0 0 0% -49,000 -20,139 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp Closed $101.02 $0 0 0% -38,104,000 -529,435 0    Conglomerates
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... Closed $0.00 $0 0 0% -251,000 -8,213 0    N/A
   (BAK)1 Year Chart         BAK Braskem S.A. (ADR) Closed $7.87 $0 0 0% -87,000 -10,561 0    Specialty Chemicals
   (GRBK)1 Year Chart         GRBK Green Brick Partners Inc Closed $56.17 $0 0 0% -4,207,000 -101,355 0    Specialty Chemicals
   (GE)1 Year Chart         GE General Electric Co Closed $168.78 $0 0 0% -14,024,000 -126,845 0    Conglomerates
   (HCC)1 Year Chart         HCC Warrior Met Coal Inc Closed $66.08 $0 0 0% -7,093,000 -138,860 0    N/A
   (CTA)1 Year Chart         CTA Simplify Managed Futures St... Closed $0.00 $0 0 0% -523,000 -18,977 0    N/A
   (PGF)1 Year Chart         PGF Invesco Financial Preferred... Closed $14.81 $0 0 0% -254,000 -18,065 0    Closed - End Fund - E...
   (MOND)1 Year Chart         MOND Mondee Holdings Ord Shs Cla... Closed $0.00 $0 0 0% -107,000 -30,000 0    N/A
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... Closed $0.00 $0 0 0% -358,000 -7,300 0    Closed - End Fund - Debt
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... Closed $0.00 $0 0 0% -642,000 -25,852 0    N/A
   (SCOR)1 Year Chart         SCOR Comscore Inc Closed $0.69 $0 0 0% -7,000 -12,000 0    Business Services
   (FRT)1 Year Chart         FRT Federal Realty Investment T... Closed $103.09 $0 0 0% -333,000 -3,668 0    REIT - Retail
   (SDC)1 Year Chart         SDC Smiledirectclub, Inc. Closed $0.00 $0 0 0% -6,000 -13,850 0    N/A
   (SFY)1 Year Chart         SFY Sofi Select 500 Etf Closed $0.00 $0 0 0% -162,000 -10,564 0    N/A
   (IBDO)1 Year Chart         IBDO Ishares Ibonds Dec 2023 Ter... Closed $25.33 $0 0 0% -761,000 -30,000 0    N/A
   (PMF)1 Year Chart         PMF Pimco Municipal Income Fund Closed $9.21 $0 0 0% -84,000 -10,000 0    Closed - End Fund - Debt
   (MLI)1 Year Chart         MLI Mueller Industries Inc Closed $58.65 $0 0 0% -4,736,000 -63,009 0    Metal Fabrication
   (FXC)1 Year Chart         FXC Invesco Currencyshares Cana... Closed $71.20 $0 0 0% -3,715,000 -51,472 0    Closed - End Fund - E...
   (XTL)1 Year Chart         XTL Spdr S&P Telecom Etf Closed $70.36 $0 0 0% -250,000 -3,526 0    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc Closed $443.80 $0 0 0% -7,981,000 -24,664 0    Investment Brokerage ...
   (SGEN)1 Year Chart         SGEN Seagen Inc Closed $228.74 $0 0 0% -364,000 -1,715 0    Biotechnology
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond Closed $46.09 $0 0 0% -229,000 -5,244 0    Closed - End Fund - E...
   (ZTO)1 Year Chart         ZTO Zto Express Cayman Inc Closed $20.55 $0 0 0% -218,000 -9,015 0    N/A
   (TMPO)1 Year Chart         TMPO Tempo Automation Holdings, Inc Closed $0.00 $0 0 0% -2,000 -10,357 0    N/A
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc Closed $94.42 $0 0 0% -2,635,000 -28,145 0    Multimedia & Graphics...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc Closed $60.24 $0 0 0% -69,784,000 -436,344 0    Discount, Variety Stores
   (FXB)1 Year Chart         FXB Invesco CcyShrs British Pou... Closed $120.24 $0 0 0% -7,510,000 -63,895 0    Closed - End Fund - E...
   (NG)1 Year Chart         NG NovaGold Resources Inc (USA) Closed $3.05 $0 0 0% -89,000 -23,227 0    Gold
   (XHE)1 Year Chart         XHE Spdr S&P Health Care Equipm... Closed $86.84 $0 0 0% -222,000 -2,843 0    N/A
   (IAPR)1 Year Chart         IAPR Innovator Msci Eafe Power B... Closed $0.00 $0 0 0% -291,000 -12,064 0    N/A
   (RTOKY)1 Year Chart         RTOKY Rentokil Initial Plc (Unite... Closed $26.57 $0 0 0% -507,000 -13,682 0    N/A
   (REKR)1 Year Chart         REKR Rekor Systems Ord Shs Closed $0.69 $0 0 0% -145,000 -51,500 0    N/A
   (PCQ)1 Year Chart         PCQ Pimco California Municipal ... Closed $9.39 $0 0 0% -209,000 -25,000 0    Closed - End Fund - Debt
   (FMC)1 Year Chart         FMC FMC Corp Closed $66.75 $0 0 0% -533,000 -7,960 0    Diversified Chemicals
   (MMSI)1 Year Chart         MMSI Merit Medical Systems Inc Closed $80.44 $0 0 0% -4,547,000 -65,880 0    Medical Instruments &...
   (DNOW)1 Year Chart         DNOW Now Inc. Closed $14.62 $0 0 0% -6,263,000 -527,606 0    N/A
   (ENX)1 Year Chart         ENX Eaton Vance Insured New Yor... Closed $9.66 $0 0 0% -187,000 -22,503 0    Closed - End Fund - Debt
   (STPZ)1 Year Chart         STPZ Pimco ETF Trust Closed $51.33 $0 0 0% -7,080,000 -141,351 0    Closed - End Fund - Debt
   (PZC)1 Year Chart         PZC Pimco California Municipal ... Closed $7.27 $0 0 0% -137,000 -20,000 0    Closed - End Fund - Debt
   (HOOD)1 Year Chart         HOOD Robinhood Markets, Inc. Closed $17.99 $0 0 0% -380,000 -38,729 0    N/A
   (COPX)1 Year Chart         COPX Global X Copper Miners Etf Closed $47.41 $0 0 0% -354,000 -9,733 0    Closed - End Fund - E...
   (PMX)1 Year Chart         PMX Pimco Municipal Income Fund... Closed $7.54 $0 0 0% -65,000 -10,000 0    Closed - End Fund - F...
   (MXI)1 Year Chart         MXI iShares S&P Global Material... Closed $86.97 $0 0 0% -346,000 -4,403 0    Closed - End Fund - E...
   (ACIM)1 Year Chart         ACIM Spdr Msci Acwi Imi Closed $59.34 $0 0 0% -1,577,000 -31,230 0    N/A
   (PICK)1 Year Chart         PICK Ishares Msci Global Select ... Closed $0.00 $0 0 0% -312,000 -7,848 0    N/A
   (BLI)1 Year Chart         BLI Berkeley Lights, Inc. Closed $1.00 $0 0 0% -11,000 -10,990 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc Closed $188.76 $0 0 0% -232,816,000 -1,831,464 0    Internet Software & S...

      56 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results