HIM
MSB

Hillsdale Investment Management’s Mesabi Trust MSB Stock Holding History

Hillsdale Investment Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-310
Closed -$8K – 584
2022
Q2 		$8K Sell
310
-640
-67% -$16.6K ﹤0.01% 512
2022
Q1 		$25K Hold
950
– – ﹤0.01% 496
2021
Q4 		$25K Buy
+950
New +$25.4K ﹤0.01% 516
2018
Q3 		– Sell
-51,300
Closed -$1.26M – 525
2018
Q2 		$1.26M Sell
51,300
-2,000
-4% -$49.1K 0.15% 149
2018
Q1 		$1.37M Buy
53,300
+46,100
+640% +$1.24M 0.19% 83
2017
Q4 		$181K Buy
7,200
+400
+6% +$9.35K 0.03% 287
2017
Q3 		$156K Buy
+6,800
New +$107K 0.03% 285

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Hillsdale Investment Management's MSB Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Mesabi Trust (MSB) in Q3 2022, closing a stake of 310 shares — an estimated $8K sold.

Hillsdale Investment Management first reported a position in MSB in Q3 2017 and held it in 7 quarters. The position peaked at $1.37M in Q1 2018. 54 funds tracked by Wall St. Rank hold MSB as of Q3 2022.

  • Hillsdale Investment Management reported no remaining Mesabi Trust position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 310 Mesabi Trust shares in Q3 2022, an estimated $8K.
  • Hillsdale Investment Management first reported a position in Mesabi Trust in Q3 2017 and held it in 7 quarters.
  • Hillsdale Investment Management's Mesabi Trust position peaked at $1.37M in Q1 2018.
  • 54 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.