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Hillsdale Investment Management’s Amerant Bancorp AMTB Stock Holding History

Hillsdale Investment Management’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,800
Closed -$669K – 540
2022
Q2 		$669K Sell
23,800
-4,000
-14% -$113K 0.05% 259
2022
Q1 		$878K Hold
27,800
– – 0.06% 262
2021
Q4 		$960K Buy
+27,800
New +$818K 0.06% 259

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Hillsdale Investment Management's AMTB Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Amerant Bancorp (AMTB) in Q3 2022, closing a stake of 23,800 shares — an estimated $669K sold.

Hillsdale Investment Management first reported a position in AMTB in Q4 2021 and held it in 3 quarters. The position peaked at $960K in Q4 2021. 85 funds tracked by Wall St. Rank hold AMTB as of Q3 2022.

  • Hillsdale Investment Management reported no remaining Amerant Bancorp position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 23,800 Amerant Bancorp shares in Q3 2022, an estimated $669K.
  • Hillsdale Investment Management first reported a position in Amerant Bancorp in Q4 2021 and held it in 3 quarters.
  • Hillsdale Investment Management's Amerant Bancorp position peaked at $960K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.