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Hillsdale Investment Management’s Southside Bancshares SBSI Stock Holding History

Hillsdale Investment Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-480
Closed -$16K – 669
2024
Q3 		$16K Buy
+480
New +$15.4K ﹤0.01% 483

Other funds holding SBSI

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hillsdale Investment Management's SBSI Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 480 shares — an estimated $16K sold.

Hillsdale Investment Management first reported a position in SBSI in Q3 2024 and held it in 1 quarter. The position peaked at $16K in Q3 2024. 157 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 480 Southside Bancshares shares in Q4 2024, an estimated $16K.
  • Hillsdale Investment Management first reported a position in Southside Bancshares in Q3 2024 and held it in 1 quarter.
  • Hillsdale Investment Management's Southside Bancshares position peaked at $16K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.