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Hillsdale Investment Management’s Vita Coco COCO Stock Holding History

Hillsdale Investment Management’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-197,800
Closed -$4.83M – 594
2024
Q1 		$4.83M Buy
197,800
+15,470
+8% +$359K 0.38% 81
2023
Q4 		$4.68M Sell
182,330
-410
-0.2% -$11.1K 0.38% 72
2023
Q3 		$4.76M Buy
182,740
+10
+0% +$267 0.44% 61
2023
Q2 		$4.91M Buy
+182,730
New +$4.45M 0.45% 62

Other funds holding COCO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Hillsdale Investment Management's COCO Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Vita Coco (COCO) in Q2 2024, closing a stake of 197,800 shares — an estimated $4.83M sold.

Hillsdale Investment Management first reported a position in COCO in Q2 2023 and held it in 4 quarters. The position peaked at $4.91M in Q2 2023. 183 funds tracked by Wall St. Rank hold COCO as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Vita Coco position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 197,800 Vita Coco shares in Q2 2024, an estimated $4.83M.
  • Hillsdale Investment Management first reported a position in Vita Coco in Q2 2023 and held it in 4 quarters.
  • Hillsdale Investment Management's Vita Coco position peaked at $4.91M in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.