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HIM
Hillsdale Investment Management’s
Morningstar
MORN
Stock Holding History
Hillsdale Investment Management’s Portfolio
MORN Stock Details
MORN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.15M
Buy
+6,810
New
+$1.27M
0.03%
348
2021
Q1
–
Sell
-2,200
Closed
-$510K
–
635
2020
Q4
$510K
Buy
2,200
+2,140
+3,567%
+$425K
0.05%
349
2020
Q3
$10K
Buy
60
+30
+100%
+$4.74K
﹤0.01%
491
2020
Q2
$4K
Sell
30
-15
-33%
-$2.12K
﹤0.01%
513
2020
Q1
$5K
Buy
+45
New
+$6.52K
﹤0.01%
524
2016
Q2
–
Sell
-4,300
Closed
-$380K
–
541
2016
Q1
$380K
Hold
4,300
–
–
0.13%
182
2015
Q4
$346K
Hold
4,300
–
–
0.13%
213
2015
Q3
$345K
Hold
4,300
–
–
0.12%
171
2015
Q2
$342K
Buy
+4,300
New
+$329K
0.1%
190
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30.48%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
VPM
Vanguard Portfolio Management
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$1.91T AUM
VCM
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Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Los Angeles Capital Management
Los Angeles, California
$25.4B AUM
38.46%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
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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