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Hillsdale Investment Management’s Carpenter Technology CRS Stock Holding History

Hillsdale Investment Management’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$8.29K – 664
2025
Q2 		$8.29K Sell
30
-10
-25% -$2.18K ﹤0.01% 531
2025
Q1 		$7.25K Sell
40
-10
-20% -$1.93K ﹤0.01% 507
2024
Q4 		$8.49K Hold
50
– – ﹤0.01% 492
2024
Q3 		$7.98K Sell
50
-20
-29% -$2.71K ﹤0.01% 509
2024
Q2 		$7.67K Sell
70
-20
-22% -$1.92K ﹤0.01% 491
2024
Q1 		$6.43K Sell
90
-10
-10% -$655 ﹤0.01% 526
2023
Q4 		$7.08K Hold
100
– – ﹤0.01% 470
2023
Q3 		$6.72K Buy
100
+30
+43% +$1.82K ﹤0.01% 458
2023
Q2 		$3.93K Buy
+70
New +$3.42K ﹤0.01% 472
2019
Q1 		– Sell
-2,400
Closed -$85K – 613
2018
Q4 		$85K Buy
+2,400
New +$108K 0.01% 403

Other funds holding CRS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Hillsdale Investment Management's CRS Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Carpenter Technology (CRS) in Q3 2025, closing a stake of 30 shares — an estimated $8.29K sold.

Hillsdale Investment Management first reported a position in CRS in Q4 2018 and held it in 10 quarters. The position peaked at $85K in Q4 2018. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • Hillsdale Investment Management reported no remaining Carpenter Technology position as of Q3 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 30 Carpenter Technology shares in Q3 2025, an estimated $8.29K.
  • Hillsdale Investment Management first reported a position in Carpenter Technology in Q4 2018 and held it in 10 quarters.
  • Hillsdale Investment Management's Carpenter Technology position peaked at $85K in Q4 2018.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.