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Hillsdale Investment Management’s Samsara IOT Stock Holding History

Hillsdale Investment Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,250
Closed -$511K – 606
2023
Q3 		$511K Buy
+20,250
New +$537K 0.05% 266

Other funds holding IOT

Morgan Stanley
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GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Hillsdale Investment Management's IOT Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Samsara (IOT) in Q4 2023, closing a stake of 20,250 shares — an estimated $511K sold.

Hillsdale Investment Management first reported a position in IOT in Q3 2023 and held it in 1 quarter. The position peaked at $511K in Q3 2023. 253 funds tracked by Wall St. Rank hold IOT as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Samsara position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 20,250 Samsara shares in Q4 2023, an estimated $511K.
  • Hillsdale Investment Management first reported a position in Samsara in Q3 2023 and held it in 1 quarter.
  • Hillsdale Investment Management's Samsara position peaked at $511K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Samsara as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.