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Hillsdale Investment Management’s 1st Source SRCE Stock Holding History

Hillsdale Investment Management’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,900
Closed -$513K – 648
2023
Q1 		$513K Hold
11,900
– – 0.04% 312
2022
Q4 		$632K Buy
+11,900
New +$648K 0.05% 272

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Hillsdale Investment Management sold out of 1st Source (SRCE) in Q2 2023, closing a stake of 11,900 shares — an estimated $513K sold.

Hillsdale Investment Management first reported a position in SRCE in Q4 2022 and held it in 2 quarters. The position peaked at $632K in Q4 2022. 119 funds tracked by Wall St. Rank hold SRCE as of Q2 2023.

  • Hillsdale Investment Management reported no remaining 1st Source position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 11,900 1st Source shares in Q2 2023, an estimated $513K.
  • Hillsdale Investment Management first reported a position in 1st Source in Q4 2022 and held it in 2 quarters.
  • Hillsdale Investment Management's 1st Source position peaked at $632K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held 1st Source as of Q2 2023.

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