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Hillsdale Investment Management’s BayCom BCML Stock Holding History

Hillsdale Investment Management’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,700
Closed -$158K – 596
2023
Q4 		$158K Hold
6,700
– – 0.01% 386
2023
Q3 		$129K Buy
+6,700
New +$127K 0.01% 379
2022
Q3 		– Sell
-40,100
Closed -$829K – 545
2022
Q2 		$829K Buy
+40,100
New +$884K 0.07% 204

Other funds holding BCML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hillsdale Investment Management's BCML Position: Q1 2024 in Review

Hillsdale Investment Management sold out of BayCom (BCML) in Q1 2024, closing a stake of 6,700 shares — an estimated $158K sold.

Hillsdale Investment Management first reported a position in BCML in Q2 2022 and held it in 3 quarters. The position peaked at $829K in Q2 2022. 74 funds tracked by Wall St. Rank hold BCML as of Q1 2024.

  • Hillsdale Investment Management reported no remaining BayCom position as of Q1 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,700 BayCom shares in Q1 2024, an estimated $158K.
  • Hillsdale Investment Management first reported a position in BayCom in Q2 2022 and held it in 3 quarters.
  • Hillsdale Investment Management's BayCom position peaked at $829K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held BayCom as of Q1 2024.

Based on Hillsdale Investment Management's 13F filing for Q1 2024, filed 10 May 2024.