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Hillsdale Investment Management’s Comfort Systems FIX Stock Holding History

Hillsdale Investment Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,890
Closed -$609K – 656
2025
Q1 		$609K Sell
1,890
-350
-16% -$141K 0.03% 338
2024
Q4 		$950K Buy
2,240
+40
+2% +$17.6K 0.05% 245
2024
Q3 		$859K Buy
2,200
+2,175
+8,700% +$716K 0.07% 238
2024
Q2 		$7.6K Hold
25
– – ﹤0.01% 494
2024
Q1 		$7.94K Sell
25
-5
-17% -$1.28K ﹤0.01% 486
2023
Q4 		$6.17K Hold
30
– – ﹤0.01% 497
2023
Q3 		$5.11K Buy
30
+5
+20% +$877 ﹤0.01% 508
2023
Q2 		$4.11K Sell
25
-5,975
-100% -$889K ﹤0.01% 464
2023
Q1 		$876K Hold
6,000
– – 0.08% 190
2022
Q4 		$690K Buy
+6,000
New +$698K 0.06% 250
2021
Q1 		– Sell
-53,200
Closed -$2.8M – 586
2020
Q4 		$2.8M Sell
53,200
-400
-0.7% -$20.7K 0.27% 129
2020
Q3 		$2.76M Hold
53,600
– – 0.27% 122
2020
Q2 		$2.18M Sell
53,600
-17,900
-25% -$636K 0.2% 151
2020
Q1 		$2.61M Buy
71,500
+17,800
+33% +$789K 0.31% 92
2019
Q4 		$2.68M Buy
53,700
+7,000
+15% +$340K 0.23% 139
2019
Q3 		$2.06M Sell
46,700
-7,660
-14% -$334K 0.18% 145
2019
Q2 		$2.77M Buy
54,360
+2,900
+6% +$149K 0.28% 83
2019
Q1 		$2.69M Buy
51,460
+1,820
+4% +$90.8K 0.24% 73
2018
Q4 		$2.17M Buy
49,640
+17,640
+55% +$903K 0.26% 74
2018
Q3 		$1.8M Hold
32,000
– – 0.24% 78
2018
Q2 		$1.47M Hold
32,000
– – 0.18% 109
2018
Q1 		$1.32M Buy
+32,000
New +$1.34M 0.18% 100
2016
Q4 		– Sell
-16,600
Closed -$487K – 502
2016
Q3 		$487K Buy
16,600
+1,000
+6% +$29.7K 0.13% 143
2016
Q2 		$508K Hold
15,600
– – 0.15% 94
2016
Q1 		$496K Buy
15,600
+500
+3% +$14.1K 0.17% 81
2015
Q4 		$429K Buy
15,100
+3,000
+25% +$91.3K 0.16% 109
2015
Q3 		$330K Sell
12,100
-800
-6% -$21.4K 0.11% 183
2015
Q2 		$296K Buy
+12,900
New +$283K 0.09% 260

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hillsdale Investment Management's FIX Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Comfort Systems (FIX) in Q2 2025, closing a stake of 1,890 shares — an estimated $609K sold.

Hillsdale Investment Management first reported a position in FIX in Q2 2015 and held it in 28 quarters. The position peaked at $2.8M in Q4 2020. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Hillsdale Investment Management reported no remaining Comfort Systems position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,890 Comfort Systems shares in Q2 2025, an estimated $609K.
  • Hillsdale Investment Management first reported a position in Comfort Systems in Q2 2015 and held it in 28 quarters.
  • Hillsdale Investment Management's Comfort Systems position peaked at $2.8M in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.