ACA
HI

American Capital Advisory’s Hillenbrand HI Stock Holding History

American Capital Advisory’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
2024
Q4 		– Sell
-40
Closed -$1.11K – 489
2024
Q3 		$1.11K Hold
40
– – ﹤0.01% 408
2024
Q2 		$1.91K Hold
40
– – ﹤0.01% 356
2024
Q1 		$1.9K Hold
40
– – ﹤0.01% 373
2023
Q4 		$1.91K Buy
+40
New +$1.64K ﹤0.01% 356

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Capital Advisory's HI Position: Q4 2024 in Review

American Capital Advisory sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 40 shares — an estimated $1.11K sold.

American Capital Advisory first reported a position in HI in Q4 2023 and held it in 4 quarters. The position peaked at $1.91K in Q2 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • American Capital Advisory reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • American Capital Advisory sold 40 Hillenbrand shares in Q4 2024, an estimated $1.11K.
  • American Capital Advisory first reported a position in Hillenbrand in Q4 2023 and held it in 4 quarters.
  • American Capital Advisory's Hillenbrand position peaked at $1.91K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on American Capital Advisory's 13F filing for Q4 2024, filed 28 Jan 2025.