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Hillsdale Investment Management’s Harvard Bioscience HBIO Stock Holding History

Hillsdale Investment Management’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,640
Closed -$112K – 627
2024
Q1 		$112K Buy
+2,640
New +$119K 0.01% 420
2023
Q3 		– Sell
-2,391
Closed -$131K – 601
2023
Q2 		$131K Buy
+2,391
New +$131K 0.01% 357
2021
Q4 		– Sell
-40,329
Closed -$2.82M – 581
2021
Q3 		$2.82M Sell
40,329
-7,685
-16% -$612K 0.22% 144
2021
Q2 		$4M Buy
48,014
+7,685
+19% +$544K 0.32% 112
2021
Q1 		$2.2M Hold
40,329
– – 0.18% 151
2020
Q4 		$1.73M Sell
40,329
-130
-0.3% -$4.85K 0.16% 151
2020
Q3 		$1.22M Sell
40,459
-830
-2% -$27.9K 0.12% 168
2020
Q2 		$1.28M Buy
+41,289
New +$1.11M 0.12% 176
2018
Q4 		– Sell
-320
Closed -$17K – 608
2018
Q3 		$17K Buy
+320
New +$18K ﹤0.01% 334
2015
Q2 		– Sell
-4,930
Closed -$287K – 532
2015
Q1 		$287K Hold
4,930
– – 0.07% 304
2014
Q4 		$280K Buy
+4,930
New +$235K 0.07% 264

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

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

Hillsdale Investment Management sold out of Harvard Bioscience (HBIO) in Q2 2024, closing a stake of 2,640 shares — an estimated $112K sold.

Hillsdale Investment Management first reported a position in HBIO in Q4 2014 and held it in 11 quarters. The position peaked at $4M in Q2 2021. 100 funds tracked by Wall St. Rank hold HBIO as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Harvard Bioscience position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,640 Harvard Bioscience shares in Q2 2024, an estimated $112K.
  • Hillsdale Investment Management first reported a position in Harvard Bioscience in Q4 2014 and held it in 11 quarters.
  • Hillsdale Investment Management's Harvard Bioscience position peaked at $4M in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2024.

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