HIM
SBDS

Hillsdale Investment Management’s Solo Brands Inc SBDS Stock Holding History

Hillsdale Investment Management’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,059
Closed -$1.13M – 722
2024
Q1 		$1.13M Sell
13,059
-8,640
-40% -$993K 0.09% 203
2023
Q4 		$5.35M Buy
21,699
+3,340
+18% +$651K 0.44% 51
2023
Q3 		$3.75M Buy
18,359
+2,538
+16% +$554K 0.34% 107
2023
Q2 		$3.58M Buy
+15,821
New +$3.93M 0.33% 130

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Hillsdale Investment Management's SBDS Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 13,059 shares — an estimated $1.13M sold.

Hillsdale Investment Management first reported a position in SBDS in Q2 2023 and held it in 4 quarters. The position peaked at $5.35M in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 13,059 Solo Brands Inc shares in Q2 2024, an estimated $1.13M.
  • Hillsdale Investment Management first reported a position in Solo Brands Inc in Q2 2023 and held it in 4 quarters.
  • Hillsdale Investment Management's Solo Brands Inc position peaked at $5.35M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.