Hillsdale Investment Management’s WaFd WAFD Stock Holding History

Hillsdale Investment Management’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,300	Closed	-$551K	–	662
2023 Q1	$551K	Sell	18,300 -5,000	-21%	-$169K	0.05%	297
2022 Q4	$782K	Sell	23,300 -2,000	-8%	-$69.9K	0.07%	206
2022 Q3	$758K	Hold	25,300	–	–	0.07%	210
2022 Q2	$760K	Sell	25,300 -2,000	-7%	-$62.8K	0.06%	231
2022 Q1	$896K	Buy	+27,300	New	+$957K	0.06%	257
2020 Q2	–	Sell	-25,100	Closed	-$652K	–	694
2020 Q1	$652K	Buy	+25,100	New	+$802K	0.08%	232

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Hillsdale Investment Management sold out of WaFd (WAFD) in Q2 2023, closing a stake of 18,300 shares — an estimated $551K sold.

Hillsdale Investment Management first reported a position in WAFD in Q1 2020 and held it in 6 quarters. The position peaked at $896K in Q1 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Hillsdale Investment Management reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Hillsdale Investment Management sold 18,300 WaFd shares in Q2 2023, an estimated $551K.
Hillsdale Investment Management first reported a position in WaFd in Q1 2020 and held it in 6 quarters.
Hillsdale Investment Management's WaFd position peaked at $896K in Q1 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

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