NSIM
SBDS

North Star Investment Management’s Solo Brands Inc SBDS Stock Holding History

North Star Investment Management’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$1.13K – 1318
2023
Q2 		$1.13K Buy
+5
New +$1.24K ﹤0.01% 1139

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BlackRock
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Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

North Star Investment Management's SBDS Position: Q3 2023 in Review

North Star Investment Management sold out of Solo Brands Inc (SBDS) in Q3 2023, closing a stake of 5 shares — an estimated $1.13K sold.

North Star Investment Management first reported a position in SBDS in Q2 2023 and held it in 1 quarter. The position peaked at $1.13K in Q2 2023. 114 funds tracked by Wall St. Rank hold SBDS as of Q3 2023.

  • North Star Investment Management reported no remaining Solo Brands Inc position as of Q3 2023 after selling out during the quarter.
  • North Star Investment Management sold 5 Solo Brands Inc shares in Q3 2023, an estimated $1.13K.
  • North Star Investment Management first reported a position in Solo Brands Inc in Q2 2023 and held it in 1 quarter.
  • North Star Investment Management's Solo Brands Inc position peaked at $1.13K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2023.

Based on North Star Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.