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HIM
HLIO icon

Hillsdale Investment Management’s Helios Technologies HLIO Stock Holding History

Hillsdale Investment Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.31M Buy
+113,020
New +$7.57M 0.2% 114
2022
Q3
– Sell
-11,600
Closed -$769K – 567
2022
Q2
$769K Hold
11,600
– – 0.06% 224
2022
Q1
$931K Hold
11,600
– – 0.06% 244
2021
Q4
$1.22M Sell
11,600
-2,000
-15% -$194K 0.08% 201
2021
Q3
$1.12M Sell
13,600
-1,500
-10% -$122K 0.09% 203
2021
Q2
$1.18M Buy
15,100
+200
+1% +$14.6K 0.09% 200
2021
Q1
$1.09M Buy
+14,900
New +$953K 0.09% 233

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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