HIM
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Hillsdale Investment Management’s Hamilton Beach Brands HBB Stock Holding History

Hillsdale Investment Management’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,661
Closed -$432K – 639
2024
Q4 		$432K Sell
25,661
-85,939
-77% -$1.99M 0.02% 359
2024
Q3 		$3.4M Buy
111,600
+1,600
+1% +$39.1K 0.26% 157
2024
Q2 		$1.89M Sell
110,000
-2,900
-3% -$58.9K 0.15% 197
2024
Q1 		$2.75M Buy
112,900
+32,000
+40% +$620K 0.22% 170
2023
Q4 		$1.41M Buy
+80,900
New +$1.13M 0.12% 197
2020
Q4 		– Sell
-109,250
Closed -$2.13M – 621
2020
Q3 		$2.13M Buy
+109,250
New +$1.87M 0.21% 147

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Hillsdale Investment Management's HBB Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Hamilton Beach Brands (HBB) in Q1 2025, closing a stake of 25,661 shares — an estimated $432K sold.

Hillsdale Investment Management first reported a position in HBB in Q3 2020 and held it in 6 quarters. The position peaked at $3.4M in Q3 2024. 82 funds tracked by Wall St. Rank hold HBB as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Hamilton Beach Brands position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 25,661 Hamilton Beach Brands shares in Q1 2025, an estimated $432K.
  • Hillsdale Investment Management first reported a position in Hamilton Beach Brands in Q3 2020 and held it in 6 quarters.
  • Hillsdale Investment Management's Hamilton Beach Brands position peaked at $3.4M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.