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HIM
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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CCA
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1-Year Est. Return
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SBF
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1-Year Est. Return
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$145B AUM
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1-Year Est. Return
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$30.3B AUM
33.75%
1-Year Est. Return
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$52.5B AUM
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1-Year Est. Return
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Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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