Hale Partnership Fund, L.p. - Net Worth and Insider Trading
Hale Partnership Fund, L.p. Net Worth
The estimated net worth of Hale Partnership Fund, L.p. is at least $1 Million dollars as of 2024-04-27. Hale Partnership Fund, L.p. is the 10% Owner of HG Holdings Inc and owns about 207,672 shares of HG Holdings Inc (STLY) stock worth over $1 Million. Hale Partnership Fund, L.p. is also the 10% Owner of FedNat Holding Co and owns about 580,205 shares of FedNat Holding Co (FNHCQ) stock worth over $0. Details can be seen in Hale Partnership Fund, L.p.'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 Fund, L.p. has not made any transactions after 2020-11-06 and currently still holds the listed stock(s).
Transaction Summary of Hale Partnership Fund, L.p.
Hale Partnership Fund, L.p. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Hale Partnership Fund, L.p. 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 Fund, L.p.’s form 4 insider trades.
Insider Ownership Summary of Hale Partnership Fund, L.p.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STLY | HG Holdings Inc | 2019-04-22 | 10 percent owner |
| FNHCQ | FedNat Holding Co | 2020-11-06 | 10 percent owner |
Hale Partnership Fund, L.p. Latest Holdings Summary
Hale Partnership Fund, L.p. currently owns a total of 2 stocks. Among these stocks, Hale Partnership Fund, L.p. owns 207,672 shares of HG Holdings Inc (STLY) as of April 22, 2019, with a value of $1 Million and a weighting of 100%. Hale Partnership Fund, L.p. also owns 580,205 shares of FedNat Holding Co (FNHCQ) as of November 6, 2020, with a value of $0 and a weighting of 0%.
Latest Holdings of Hale Partnership Fund, L.p.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STLY | HG Holdings Inc | 2019-04-22 | 207,672 | 5.80 | 1,204,498 |
| FNHCQ | FedNat Holding Co | 2020-11-06 | 580,205 | 0.00 | 0 |
Holding Weightings of Hale Partnership Fund, L.p.
Hale Partnership Fund, L.p. Form 4 Trading Tracker
According to the SEC Form 4 filings, Hale Partnership Fund, L.p. has made a total of 0 transactions in HG Holdings Inc (STLY) over the past 5 years. The most-recent trade in HG Holdings Inc is the acquisition of 3,865 shares on April 22, 2019, which cost Hale Partnership Fund, L.p. around $24,120.
According to the SEC Form 4 filings, Hale Partnership Fund, L.p. has made a total of 2 transactions in FedNat Holding Co (FNHCQ) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in FedNat Holding Co is the acquisition of 32,036 shares on November 6, 2020, which cost Hale Partnership Fund, L.p. around $160,180.
Insider Trading History of Hale Partnership Fund, L.p.
- 1
Hale Partnership Fund, L.p. Trading Performance
GuruFocus tracks the stock performance after each of Hale Partnership Fund, L.p.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Hale Partnership Fund, L.p. is 10.54%. GuruFocus also compares Hale Partnership Fund, L.p.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Hale Partnership Fund, L.p. within 3 months outperforms 3 times out of 4 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 Fund, L.p.'s insider trading performs compared to the benchmark.
Performance of Hale Partnership Fund, L.p.
Average Return
-35.65%
Outperforming Transactions
0%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 7.76 | 10.54 | -1.96 | -35.65 | -32.94 | -42.05 |
| Relative Return to S&P 500(%) | 4.41 | 2.45 | -14.94 | -59 | -45.29 | -53.36 |
Hale Partnership Fund, L.p. Ownership Network
Ownership Network List of Hale Partnership Fund, L.p.
Ownership Network Relation of Hale Partnership Fund, L.p.
Hale Partnership Fund, L.p. Owned Company Details
What does HG Holdings Inc do?
Who are the key executives at HG Holdings Inc?
Hale Partnership Fund, L.p. 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 Hale Partnership Capital Management, Llc , and 10 percent owner Solas Capital Management, Llc .
HG Holdings Inc (STLY) Insider Trades Summary
Over the past 18 months, Hale Partnership Fund, L.p. 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.
HG Holdings Inc Insider Transactions
Hale Partnership Fund, L.p. Mailing Address
Above is the net worth, insider trading, and ownership report for Hale Partnership Fund, L.p.. You might contact Hale Partnership Fund, L.p. via mailing address: 3335 Park South Station Blvd., Charlotte Nc 28210.
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