HIM
BFS

Hillsdale Investment Management’s Saul Centers BFS Stock Holding History

Hillsdale Investment Management’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-78,800
Closed -$2.9M – 602
2024
Q2 		$2.9M Buy
78,800
+45,199
+135% +$1.65M 0.23% 159
2024
Q1 		$1.29M Buy
+33,601
New +$1.28M 0.1% 198

Other funds holding BFS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's BFS Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Saul Centers (BFS) in Q3 2024, closing a stake of 78,800 shares — an estimated $2.9M sold.

Hillsdale Investment Management first reported a position in BFS in Q1 2024 and held it in 2 quarters. The position peaked at $2.9M in Q2 2024. 166 funds tracked by Wall St. Rank hold BFS as of Q3 2024.

  • Hillsdale Investment Management reported no remaining Saul Centers position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 78,800 Saul Centers shares in Q3 2024, an estimated $2.9M.
  • Hillsdale Investment Management first reported a position in Saul Centers in Q1 2024 and held it in 2 quarters.
  • Hillsdale Investment Management's Saul Centers position peaked at $2.9M in Q2 2024.
  • 166 funds tracked by Wall St. Rank held Saul Centers as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.