AG
HI

Algert Global’s Hillenbrand HI Stock Holding History

Algert Global’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
2025
Q1 		– Sell
-76,625
Closed -$2.36M – 1245
2024
Q4 		$2.36M Buy
+76,625
New +$2.32M 0.06% 544
2024
Q3 		– Sell
-7,066
Closed -$283K – 1354
2024
Q2 		$283K Buy
+7,066
New +$319K 0.01% 1142
2021
Q2 		– Sell
-4,954
Closed -$236K – 463
2021
Q1 		$236K Buy
+4,954
New +$227K 0.08% 345
2019
Q2 		– Sell
-24,161
Closed -$1M – 363
2019
Q1 		$1M Sell
24,161
-51,018
-68% -$2.15M 0.57% 47
2018
Q4 		$2.85M Sell
75,179
-2,529
-3% -$116K 0.8% 24
2018
Q3 		$4.06M Sell
77,708
-1,419
-2% -$72.1K 0.88% 13
2018
Q2 		$3.73M Sell
79,127
-1,861
-2% -$87.3K 0.77% 20
2018
Q1 		$3.72M Buy
80,988
+66,616
+464% +$3M 0.72% 29
2017
Q4 		$642K Buy
+14,372
New +$602K 0.15% 210

Other funds holding HI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's HI Position: Q1 2025 in Review

Algert Global sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 76,625 shares — an estimated $2.36M sold.

Algert Global first reported a position in HI in Q4 2017 and held it in 9 quarters. The position peaked at $4.06M in Q3 2018. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Algert Global reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 76,625 Hillenbrand shares in Q1 2025, an estimated $2.36M.
  • Algert Global first reported a position in Hillenbrand in Q4 2017 and held it in 9 quarters.
  • Algert Global's Hillenbrand position peaked at $4.06M in Q3 2018.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.