Hillsdale Investment Management’s Merchants Bancorp MBIN Stock Holding History

Hillsdale Investment Management’s Portfolio MBIN Stock Details MBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-160	Closed	-$6.49K	–	668
2024 Q2	$6.49K	Hold	160	–	–	﹤0.01%	522
2024 Q1	$6.91K	Hold	160	–	–	﹤0.01%	504
2023 Q4	$6.81K	Buy	+160	New	+$5.26K	﹤0.01%	474
2021 Q3	–	Sell	-42,372	Closed	-$1.11M	–	608
2021 Q2	$1.11M	Sell	42,372 -9,000	-18%	-$250K	0.09%	214
2021 Q1	$1.44M	Sell	51,372 -13,500	-21%	-$313K	0.12%	171
2020 Q4	$1.2M	Sell	64,872 -10,500	-14%	-$174K	0.11%	181
2020 Q3	$990K	Buy	75,372 +12,300	+20%	+$156K	0.1%	180
2020 Q2	$777K	Buy	+63,072	New	+$666K	0.07%	231
2018 Q3	–	Sell	-4,050	Closed	-$77K	–	519
2018 Q2	$77K	Buy	+4,050	New	+$65.8K	0.01%	301

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's MBIN Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Merchants Bancorp (MBIN) in Q3 2024, closing a stake of 160 shares — an estimated $6.49K sold.

Hillsdale Investment Management first reported a position in MBIN in Q2 2018 and held it in 9 quarters. The position peaked at $1.44M in Q1 2021. 174 funds tracked by Wall St. Rank hold MBIN as of Q3 2024.

Hillsdale Investment Management reported no remaining Merchants Bancorp position as of Q3 2024 after selling out during the quarter.
Hillsdale Investment Management sold 160 Merchants Bancorp shares in Q3 2024, an estimated $6.49K.
Hillsdale Investment Management first reported a position in Merchants Bancorp in Q2 2018 and held it in 9 quarters.
Hillsdale Investment Management's Merchants Bancorp position peaked at $1.44M in Q1 2021.
174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.