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Hillsdale Investment Management’s Lifeway Foods LWAY Stock Holding History

Hillsdale Investment Management’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41,693
Closed -$1.08M – 637
2024
Q3 		$1.08M Sell
41,693
-166,617
-80% -$2.79M 0.08% 219
2024
Q2 		$2.66M Sell
208,310
-38,170
-15% -$693K 0.21% 173
2024
Q1 		$4.24M Buy
246,480
+11,383
+5% +$146K 0.34% 106
2023
Q4 		$3.15M Buy
235,097
+31,813
+16% +$402K 0.26% 150
2023
Q3 		$2.1M Buy
+203,284
New +$1.77M 0.19% 171

Other funds holding LWAY

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Hillsdale Investment Management's LWAY Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Lifeway Foods (LWAY) in Q4 2024, closing a stake of 41,693 shares — an estimated $1.08M sold.

Hillsdale Investment Management first reported a position in LWAY in Q3 2023 and held it in 5 quarters. The position peaked at $4.24M in Q1 2024. 84 funds tracked by Wall St. Rank hold LWAY as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Lifeway Foods position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 41,693 Lifeway Foods shares in Q4 2024, an estimated $1.08M.
  • Hillsdale Investment Management first reported a position in Lifeway Foods in Q3 2023 and held it in 5 quarters.
  • Hillsdale Investment Management's Lifeway Foods position peaked at $4.24M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.