Hale Partnership Capital Management, Llc - Net Worth and Insider Trading

Hale Partnership Capital Management, Llc Net Worth

The estimated net worth of Hale Partnership Capital Management, Llc is at least $4 Million dollars as of 2024-05-02. Hale Partnership Capital Management, Llc is the 10% Owner of HG Holdings Inc and owns about 835,642 shares of HG Holdings Inc (STLY) stock worth over $4 Million. Details can be seen in Hale Partnership Capital Management, Llc's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Hale Partnership Capital Management, Llc has not made any transactions after 2021-12-15 and currently still holds the listed stock(s).

Transaction Summary of Hale Partnership Capital Management, Llc

To

Hale Partnership Capital Management, Llc Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Hale Partnership Capital Management, Llc owns 2 companies in total, including HG Holdings Inc (STLY) , and FedNat Holding Co (FNHCQ) .

Click here to see the complete history of Hale Partnership Capital Management, Llc’s form 4 insider trades.

Insider Ownership Summary of Hale Partnership Capital Management, Llc

Ticker Comapny Transaction Date Type of Owner
STLY HG Holdings Inc 2021-12-15 10 percent owner
FNHCQ FedNat Holding Co 2020-10-19 10 percent owner

Hale Partnership Capital Management, Llc Latest Holdings Summary

Hale Partnership Capital Management, Llc currently owns a total of 1 stock. Hale Partnership Capital Management, Llc owns 835,642 shares of HG Holdings Inc (STLY) as of December 15, 2021, with a value of $4 Million.

Latest Holdings of Hale Partnership Capital Management, Llc

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
STLY HG Holdings Inc 2021-12-15 835,642 5.12 4,278,487

Holding Weightings of Hale Partnership Capital Management, Llc


Hale Partnership Capital Management, Llc Form 4 Trading Tracker

According to the SEC Form 4 filings, Hale Partnership Capital Management, Llc has made a total of 7 transactions in HG Holdings Inc (STLY) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in HG Holdings Inc is the acquisition of 100 shares on December 15, 2021, which cost Hale Partnership Capital Management, Llc around $1,015.

Insider Trading History of Hale Partnership Capital Management, Llc

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Hale Partnership Capital Management, Llc Trading Performance

GuruFocus tracks the stock performance after each of Hale Partnership Capital Management, Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Hale Partnership Capital Management, Llc is -6.64%. GuruFocus also compares Hale Partnership Capital Management, Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Hale Partnership Capital Management, Llc within 3 months outperforms 3 times out of 10 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Hale Partnership Capital Management, Llc's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Hale Partnership Capital Management, Llc

Average Return

Average return per transaction

Outperforming Transactions

3 out of 11 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 6.07
Relative Return to S&P 500(%) 2.56

Hale Partnership Capital Management, Llc Ownership Network

Ownership Network List of Hale Partnership Capital Management, Llc

No Data

Ownership Network Relation of Hale Partnership Capital Management, Llc


Hale Partnership Capital Management, Llc Owned Company Details

What does HG Holdings Inc do?

Who are the key executives at HG Holdings Inc?

Hale Partnership Capital Management, Llc is the 10 percent owner of HG Holdings Inc. Other key executives at HG Holdings Inc include Prin. Accting & Fin. Officer Justin Hayles Edenfield , 10 percent owner Solas Capital Management, Llc , and 10 percent owner Hale Partnership Fund, L.p. .

HG Holdings Inc (STLY) Insider Trades Summary

Over the past 18 months, Hale Partnership Capital Management, Llc made no insider transaction in HG Holdings Inc (STLY). Other recent insider transactions involving HG Holdings Inc (STLY) include a net purchase of 5,202 shares made by Peter Mark Sherman ,

In summary, during the past 3 months, insiders sold 0 shares of HG Holdings Inc (STLY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of HG Holdings Inc (STLY) were sold and 5,202 shares were bought by its insiders, resulting in a net purchase of 5,202 shares.

HG Holdings Inc (STLY)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

HG Holdings Inc Insider Transactions

No Available Data

Hale Partnership Capital Management, Llc Mailing Address

Above is the net worth, insider trading, and ownership report for Hale Partnership Capital Management, Llc. You might contact Hale Partnership Capital Management, Llc via mailing address: 5960 Fairview Road, Suite 432, Charlotte Nc 28210.

Discussions on Hale Partnership Capital Management, Llc

No discussions yet.