Westside Investment Management, Inc. HTHIY HITACHI LTD FFORWARD SPLIT WITH STOCK SPLIT SHARES

Ownership history in Westside Investment Management, Inc.  ·  8 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported HITACHI LTD FFORWARD SPLIT WITH STOCK SPLIT SHARES (HTHIY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows HTHIY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTHIY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westside Investment Management, Inc.'s position in HITACHI LTD FFORWARD SPLIT WITH STOCK SPLIT SHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HTHIY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Westside Investment Management, Inc. held HTHIY — position size vs. price
% of Fund (quarterly)    HTHIY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,604 0% 0.01% $78K 2026-05-04 $30.35
2025 Q4 REDUCED 11.5% -6.7% 2,604 -340 -11.5% 0.01% $82K 2026-01-23 $33.20
2025 Q3 ADDED 2,944 +1,302 +79.3% 0.01% $77K 2025-11-04 $33.86
2025 Q2 ADDED 1,642 +1,302 +382.9% 0.01% $48K 2025-08-05 $28.11
2025 Q1 ADDED 340 +170 +100.0% 0.00% $8K 2025-04-25 $26.37
2024 Q4 UNCHANGED 170 0% 0.00% $8K 2025-01-17 $47.53
2024 Q3 ADDED 170 +136 +400.0% 0.00% $8K 2024-11-20 $47.57
2024 Q2 INITIATED 34 0.00% $8K 2024-07-17 $47.34

FAQ About Westside Investment Management, Inc. and HTHIY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westside Investment Management, Inc. reported owning HTHIY?

Westside Investment Management, Inc. reported HTHIY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HTHIY position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for HTHIY was 0.01% in 2025 Q4.

What is the latest reported HTHIY position on this page?

The most recent filing on this page is 2026 Q1, when Westside Investment Management, Inc. reported 2,604 shares, equal to 0.01% of portfolio, with an estimated market value of $78K.

What does the chart on this HTHIY ownership page compare?

The chart compares Westside Investment Management, Inc.'s quarterly HTHIY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Westside Investment Management, Inc. time their HTHIY position?

Based on 13F filing dates vs. subsequent HTHIY price moves, Westside Investment Management, Inc. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on HTHIY relative to SPY over the holding period was -33.0%.

← Back to Westside Investment Management, Inc. Holdings