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Hillsdale Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Hillsdale Investment Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,300
Closed -$676K – 692
2024
Q3 		$676K Buy
+4,300
New +$671K 0.05% 325
2021
Q2 		– Sell
-12,100
Closed -$1.25M – 656
2021
Q1 		$1.25M Sell
12,100
-4,000
-25% -$391K 0.1% 192
2020
Q4 		$1.35M Sell
16,100
-1,000
-6% -$70.9K 0.13% 163
2020
Q3 		$1.07M Sell
17,100
-900
-5% -$48.7K 0.1% 171
2020
Q2 		$889K Hold
18,000
– – 0.08% 191
2020
Q1 		$530K Buy
+18,000
New +$727K 0.06% 281
2019
Q4 		– Sell
-200
Closed -$6K – 670
2019
Q3 		$6K Buy
+200
New +$6.49K ﹤0.01% 539
2018
Q4 		– Sell
-47,630
Closed -$1.47M – 654
2018
Q3 		$1.47M Buy
+47,630
New +$1.45M 0.19% 115

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Hillsdale Investment Management sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 4,300 shares — an estimated $676K sold.

Hillsdale Investment Management first reported a position in WMS in Q3 2018 and held it in 8 quarters. The position peaked at $1.47M in Q3 2018. 463 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,300 Advanced Drainage Systems shares in Q4 2024, an estimated $676K.
  • Hillsdale Investment Management first reported a position in Advanced Drainage Systems in Q3 2018 and held it in 8 quarters.
  • Hillsdale Investment Management's Advanced Drainage Systems position peaked at $1.47M in Q3 2018.
  • 463 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

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