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Hillsdale Investment Management’s Curtiss-Wright CW Stock Holding History

Hillsdale Investment Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,200
Closed -$563K – 601
2024
Q1 		$563K Buy
+2,200
New +$511K 0.04% 303
2023
Q2 		– Sell
-2,150
Closed -$379K – 575
2023
Q1 		$379K Buy
+2,150
New +$364K 0.03% 386
2021
Q3 		– Sell
-80
Closed -$10K – 572
2021
Q2 		$10K Buy
+80
New +$10K ﹤0.01% 544
2020
Q2 		– Sell
-3,610
Closed -$334K – 594
2020
Q1 		$334K Buy
+3,610
New +$463K 0.04% 369

Other funds holding CW

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Hillsdale Investment Management sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 2,200 shares — an estimated $563K sold.

Hillsdale Investment Management first reported a position in CW in Q1 2020 and held it in 4 quarters. The position peaked at $563K in Q1 2024. 539 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,200 Curtiss-Wright shares in Q2 2024, an estimated $563K.
  • Hillsdale Investment Management first reported a position in Curtiss-Wright in Q1 2020 and held it in 4 quarters.
  • Hillsdale Investment Management's Curtiss-Wright position peaked at $563K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

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