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Hillsdale Investment Management’s StoneX SNEX Stock Holding History

Hillsdale Investment Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-45,563
Closed -$932K – 645
2023
Q1 		$932K Hold
45,563
– – 0.08% 182
2022
Q4 		$858K Buy
45,563
+1,519
+3% +$28.1K 0.07% 182
2022
Q3 		$722K Buy
+44,044
New +$753K 0.07% 230
2015
Q4 		– Sell
-41,513
Closed -$202K – 583
2015
Q3 		$202K Sell
41,513
-2,531
-6% -$14.2K 0.07% 301
2015
Q2 		$289K Sell
44,044
-8,606
-16% -$57.7K 0.09% 268
2015
Q1 		$309K Buy
+52,650
New +$253K 0.08% 283

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hillsdale Investment Management's SNEX Position: Q2 2023 in Review

Hillsdale Investment Management sold out of StoneX (SNEX) in Q2 2023, closing a stake of 45,563 shares — an estimated $932K sold.

Hillsdale Investment Management first reported a position in SNEX in Q1 2015 and held it in 6 quarters. The position peaked at $932K in Q1 2023. 211 funds tracked by Wall St. Rank hold SNEX as of Q2 2023.

  • Hillsdale Investment Management reported no remaining StoneX position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 45,563 StoneX shares in Q2 2023, an estimated $932K.
  • Hillsdale Investment Management first reported a position in StoneX in Q1 2015 and held it in 6 quarters.
  • Hillsdale Investment Management's StoneX position peaked at $932K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held StoneX as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.