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Hillsdale Investment Management’s Bowman Consulting BWMN Stock Holding History

Hillsdale Investment Management’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,420
Closed -$77.2K – 572
2023
Q2 		$77.2K Sell
2,420
-32,536
-93% -$950K 0.01% 386
2023
Q1 		$1M Buy
34,956
+4,000
+13% +$105K 0.09% 180
2022
Q4 		$676K Buy
+30,956
New +$540K 0.06% 258

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hillsdale Investment Management's BWMN Position: Q3 2023 in Review

Hillsdale Investment Management sold out of Bowman Consulting (BWMN) in Q3 2023, closing a stake of 2,420 shares — an estimated $77.2K sold.

Hillsdale Investment Management first reported a position in BWMN in Q4 2022 and held it in 3 quarters. The position peaked at $1M in Q1 2023. 72 funds tracked by Wall St. Rank hold BWMN as of Q3 2023.

  • Hillsdale Investment Management reported no remaining Bowman Consulting position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,420 Bowman Consulting shares in Q3 2023, an estimated $77.2K.
  • Hillsdale Investment Management first reported a position in Bowman Consulting in Q4 2022 and held it in 3 quarters.
  • Hillsdale Investment Management's Bowman Consulting position peaked at $1M in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.