AA
HI

AlphaQ Advisors’s Hillenbrand HI Stock Holding History

AlphaQ Advisors’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
2023
Q3 		– Sell
-5,008
Closed -$257K – 179
2023
Q2 		$257K Sell
5,008
-162
-3% -$7.8K 0.19% 147
2023
Q1 		$246K Sell
5,170
-796
-13% -$36.6K 0.21% 134
2022
Q4 		$255K Buy
+5,966
New +$264K 0.22% 109

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaQ Advisors's HI Position: Q3 2023 in Review

AlphaQ Advisors sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 5,008 shares — an estimated $257K sold.

AlphaQ Advisors first reported a position in HI in Q4 2022 and held it in 3 quarters. The position peaked at $257K in Q2 2023. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

  • AlphaQ Advisors reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
  • AlphaQ Advisors sold 5,008 Hillenbrand shares in Q3 2023, an estimated $257K.
  • AlphaQ Advisors first reported a position in Hillenbrand in Q4 2022 and held it in 3 quarters.
  • AlphaQ Advisors's Hillenbrand position peaked at $257K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on AlphaQ Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.