Hillsdale Investment Management
PLUS icon

Hillsdale Investment Management’s ePlus PLUS Stock Holding History

Hillsdale Investment Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,400
Closed -$818K – 595
2022
Q2 		$818K Hold
15,400
– – 0.07% 208
2022
Q1 		$863K Sell
15,400
-1,000
-6% -$49.7K 0.06% 267
2021
Q4 		$884K Buy
+16,400
New +$905K 0.06% 270
2020
Q4 		– Sell
-21,400
Closed -$783K – 646
2020
Q3 		$783K Buy
21,400
+1,400
+7% +$52K 0.08% 248
2020
Q2 		$707K Sell
20,000
-1,000
-5% -$34.1K 0.06% 266
2020
Q1 		$658K Buy
+21,000
New +$799K 0.08% 230

Other funds holding PLUS

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Vanguard Group
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River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Hillsdale Investment Management sold out of ePlus (PLUS) in Q3 2022, closing a stake of 15,400 shares — an estimated $818K sold.

Hillsdale Investment Management first reported a position in PLUS in Q1 2020 and held it in 6 quarters. The position peaked at $884K in Q4 2021. 175 funds tracked by Wall St. Rank hold PLUS as of Q3 2022.

  • Hillsdale Investment Management reported no remaining ePlus position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 15,400 ePlus shares in Q3 2022, an estimated $818K.
  • Hillsdale Investment Management first reported a position in ePlus in Q1 2020 and held it in 6 quarters.
  • Hillsdale Investment Management's ePlus position peaked at $884K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held ePlus as of Q3 2022.

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