AG
HI

Aperio Group’s Hillenbrand HI Stock Holding History

Aperio Group’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 		$2.79M Sell
70,237
-1,238
-2% -$42.7K 0.01% 1081
2020
Q3 		$2.03M Sell
71,475
-3,411
-5% -$101K 0.01% 1109
2020
Q2 		$2.03M Buy
74,886
+12,938
+21% +$294K 0.01% 1108
2020
Q1 		$1.18M Buy
61,948
+21,523
+53% +$559K 0.01% 1237
2019
Q4 		$1.35M Buy
40,425
+6,440
+19% +$203K ﹤0.01% 1279
2019
Q3 		$1.05M Buy
33,985
+14,899
+78% +$472K ﹤0.01% 1370
2019
Q2 		$755K Buy
19,086
+262
+1% +$10.5K ﹤0.01% 1557
2019
Q1 		$782K Buy
18,824
+431
+2% +$18.2K ﹤0.01% 1491
2018
Q4 		$698K Sell
18,393
-2,819
-13% -$129K ﹤0.01% 1499
2018
Q3 		$1.11M Buy
21,212
+702
+3% +$35.7K ﹤0.01% 1351
2018
Q2 		$967K Sell
20,510
-284
-1% -$13.3K ﹤0.01% 1412
2018
Q1 		$954K Buy
20,794
+1,739
+9% +$78.4K ﹤0.01% 1350
2017
Q4 		$852K Sell
19,055
-480
-2% -$20.1K ﹤0.01% 1400
2017
Q3 		$759K Sell
19,535
-200
-1% -$7.26K ﹤0.01% 1435
2017
Q2 		$713K Buy
19,735
+1,030
+6% +$37.5K ﹤0.01% 1431
2017
Q1 		$671K Sell
18,705
-2,360
-11% -$87K ﹤0.01% 1384
2016
Q4 		$808K Buy
21,065
+1,672
+9% +$56.5K 0.01% 1231
2016
Q3 		$614K Buy
19,393
+2,353
+14% +$74.6K ﹤0.01% 1335
2016
Q2 		$512K Sell
17,040
-401
-2% -$12.1K ﹤0.01% 1368
2016
Q1 		$522K Buy
17,441
+3,784
+28% +$104K ﹤0.01% 1346
2015
Q4 		$405K Buy
13,657
+1,536
+13% +$45.1K ﹤0.01% 1453
2015
Q3 		$315K Sell
12,121
-1,866
-13% -$51.6K ﹤0.01% 1542
2015
Q2 		$429K Buy
13,987
+4,285
+44% +$132K ﹤0.01% 1415
2015
Q1 		$300K Buy
9,702
+150
+2% +$4.71K ﹤0.01% 1566
2014
Q4 		$330K Buy
9,552
+2,946
+45% +$96K ﹤0.01% 1440
2014
Q3 		$204K Buy
6,606
+441
+7% +$14.1K ﹤0.01% 1594
2014
Q2 		$201K Sell
6,165
-151
-2% -$4.66K ﹤0.01% 1619
2014
Q1 		$204K Buy
+6,316
New +$187K ﹤0.01% 1855

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's HI Position: Q4 2020 in Review

Aperio Group reduced its Hillenbrand (HI) stake by 1.7% in Q4 2020, selling an estimated $42.7K and leaving 70,237 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #1081.

Aperio Group first reported a position in HI in Q1 2014 and has held it in 28 quarters since. 257 funds tracked by Wall St. Rank hold HI as of Q4 2020.

  • Aperio Group held 70,237 shares of Hillenbrand worth $2.79M as of Q4 2020.
  • Aperio Group sold 1,238 Hillenbrand shares in Q4 2020, an estimated $42.7K.
  • Hillenbrand made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1081 holding.
  • Aperio Group first reported a position in Hillenbrand in Q1 2014 and has held it in 28 quarters since.
  • 257 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.