HIM
CASA

Hillsdale Investment Management’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Hillsdale Investment Management’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-372,903
Closed -$3.55M – 664
2021
Q1 		$3.55M Buy
+372,903
New +$3.15M 0.3% 120

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Hillsdale Investment Management's CASA Position: Q2 2021 in Review

Hillsdale Investment Management sold out of Casa Systems, Inc. Common Stock (CASA) in Q2 2021, closing a stake of 372,903 shares — an estimated $3.55M sold.

Hillsdale Investment Management first reported a position in CASA in Q1 2021 and held it in 1 quarter. The position peaked at $3.55M in Q1 2021. 102 funds tracked by Wall St. Rank hold CASA as of Q2 2021.

  • Hillsdale Investment Management reported no remaining Casa Systems, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 372,903 Casa Systems, Inc. Common Stock shares in Q2 2021, an estimated $3.55M.
  • Hillsdale Investment Management first reported a position in Casa Systems, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Hillsdale Investment Management's Casa Systems, Inc. Common Stock position peaked at $3.55M in Q1 2021.
  • 102 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q2 2021.

Based on Hillsdale Investment Management's 13F filing for Q2 2021, filed 29 Jul 2021.