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Hillsdale Investment Management’s Limbach Holdings LMB Stock Holding History

Hillsdale Investment Management’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,400
Closed -$182K – 646
2024
Q1 		$182K Sell
4,400
-2,000
-31% -$87K 0.01% 381
2023
Q4 		$291K Hold
6,400
– – 0.02% 342
2023
Q3 		$203K Sell
6,400
-500
-7% -$15.1K 0.02% 346
2023
Q2 		$171K Hold
6,900
– – 0.02% 331
2023
Q1 		$119K Buy
+6,900
New +$93.7K 0.01% 444
2021
Q2 		– Sell
-160,259
Closed -$1.69M – 618
2021
Q1 		$1.69M Buy
160,259
+102,822
+179% +$1.32M 0.14% 163
2020
Q4 		$707K Buy
+57,437
New +$616K 0.07% 264
2019
Q4 		– Sell
-175,900
Closed -$867K – 624
2019
Q3 		$867K Sell
175,900
-65,350
-27% -$439K 0.08% 214
2019
Q2 		$2.2M Buy
+241,250
New +$2.1M 0.22% 102

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hillsdale Investment Management sold out of Limbach Holdings (LMB) in Q2 2024, closing a stake of 4,400 shares — an estimated $182K sold.

Hillsdale Investment Management first reported a position in LMB in Q2 2019 and held it in 9 quarters. The position peaked at $2.2M in Q2 2019. 137 funds tracked by Wall St. Rank hold LMB as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Limbach Holdings position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,400 Limbach Holdings shares in Q2 2024, an estimated $182K.
  • Hillsdale Investment Management first reported a position in Limbach Holdings in Q2 2019 and held it in 9 quarters.
  • Hillsdale Investment Management's Limbach Holdings position peaked at $2.2M in Q2 2019.
  • 137 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2024.

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