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HIM
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
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1-Year Est. Return
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$63.9B AUM
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1-Year Est. Return
WA
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$15.3B AUM
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1-Year Est. Return
CCM
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$673M AUM
109.99%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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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