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	-30,375	Closed	-$932K	–	645
2023 Q1	$932K	Hold	30,375	–	–	0.08%	182
2022 Q4	$858K	Buy	30,375 +1,012	+3%	+$28.1K	0.07%	182
2022 Q3	$722K	Buy	+29,363	New	+$753K	0.07%	230
2015 Q4	–	Sell	-27,675	Closed	-$202K	–	583
2015 Q3	$202K	Sell	27,675 -1,688	-6%	-$14.2K	0.07%	301
2015 Q2	$289K	Sell	29,363 -5,737	-16%	-$57.7K	0.09%	268
2015 Q1	$309K	Buy	+35,100	New	+$253K	0.08%	283

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return