Adams Wealth Management’s Hillenbrand HI Stock Holding History

Adams Wealth Management’s Portfolio HI Stock Details HI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-17	Closed	–	–	181
2020 Q3	$0	Buy	+17	New	+$503	﹤0.01%	354

Other funds holding HI

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Adams Wealth Management's HI Position: Q4 2020 in Review

Adams Wealth Management sold out of Hillenbrand (HI) in Q4 2020, closing a stake of 17 shares.

Adams Wealth Management first reported a position in HI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 257 funds tracked by Wall St. Rank hold HI as of Q4 2020.

Adams Wealth Management reported no remaining Hillenbrand position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 17 Hillenbrand shares in Q4 2020.
Adams Wealth Management first reported a position in Hillenbrand in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Hillenbrand position peaked at $0 in Q3 2020.
257 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.