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Hillsdale Investment Management’s Saratoga Investment SAR Stock Holding History

Hillsdale Investment Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,100
Closed -$80.2K – 665
2023
Q4 		$80.2K Sell
3,100
-1,800
-37% -$45K 0.01% 422
2023
Q3 		$126K Buy
+4,900
New +$129K 0.01% 383

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AAM
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PAG
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Hillsdale Investment Management's SAR Position: Q1 2024 in Review

Hillsdale Investment Management sold out of Saratoga Investment (SAR) in Q1 2024, closing a stake of 3,100 shares — an estimated $80.2K sold.

Hillsdale Investment Management first reported a position in SAR in Q3 2023 and held it in 2 quarters. The position peaked at $126K in Q3 2023. 61 funds tracked by Wall St. Rank hold SAR as of Q1 2024.

  • Hillsdale Investment Management reported no remaining Saratoga Investment position as of Q1 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,100 Saratoga Investment shares in Q1 2024, an estimated $80.2K.
  • Hillsdale Investment Management first reported a position in Saratoga Investment in Q3 2023 and held it in 2 quarters.
  • Hillsdale Investment Management's Saratoga Investment position peaked at $126K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2024.

Based on Hillsdale Investment Management's 13F filing for Q1 2024, filed 10 May 2024.