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Hillsdale Investment Management’s Pathward Financial CASH Stock Holding History

Hillsdale Investment Management’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-85,603
Closed -$3.69M – 575
2022
Q4 		$3.69M Buy
+85,603
New +$3.51M 0.31% 122

Other funds holding CASH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Hillsdale Investment Management's CASH Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Pathward Financial (CASH) in Q1 2023, closing a stake of 85,603 shares — an estimated $3.69M sold.

Hillsdale Investment Management first reported a position in CASH in Q4 2022 and held it in 1 quarter. The position peaked at $3.69M in Q4 2022. 192 funds tracked by Wall St. Rank hold CASH as of Q1 2023.

  • Hillsdale Investment Management reported no remaining Pathward Financial position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 85,603 Pathward Financial shares in Q1 2023, an estimated $3.69M.
  • Hillsdale Investment Management first reported a position in Pathward Financial in Q4 2022 and held it in 1 quarter.
  • Hillsdale Investment Management's Pathward Financial position peaked at $3.69M in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.