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Hillsdale Investment Management’s Barings BDC BBDC Stock Holding History

Hillsdale Investment Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,250
Closed -$61.3K – 587
2024
Q3 		$61.3K Buy
+6,250
New +$62.1K ﹤0.01% 443

Other funds holding BBDC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hillsdale Investment Management's BBDC Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Barings BDC (BBDC) in Q4 2024, closing a stake of 6,250 shares — an estimated $61.3K sold.

Hillsdale Investment Management first reported a position in BBDC in Q3 2024 and held it in 1 quarter. The position peaked at $61.3K in Q3 2024. 198 funds tracked by Wall St. Rank hold BBDC as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Barings BDC position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,250 Barings BDC shares in Q4 2024, an estimated $61.3K.
  • Hillsdale Investment Management first reported a position in Barings BDC in Q3 2024 and held it in 1 quarter.
  • Hillsdale Investment Management's Barings BDC position peaked at $61.3K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Barings BDC as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.