Aquatic Capital Management’s Hillenbrand HI Stock Holding History

Aquatic Capital 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
2025 Q1	–	Sell	-18,757	Closed	-$577K	–	1411
2024 Q4	$577K	Buy	18,757 +11,057	+144%	+$334K	0.02%	683
2024 Q3	$214K	Buy	+7,700	New	+$271K	0.01%	814
2024 Q1	–	Sell	-12,700	Closed	-$608K	–	1396
2023 Q4	$608K	Buy	12,700 +10,700	+535%	+$438K	0.02%	588
2023 Q3	$85K	Sell	2,000 -10,900	-84%	-$518K	﹤0.01%	848
2023 Q2	$662K	Buy	+12,900	New	+$621K	0.04%	392
2023 Q1	–	Sell	-19,200	Closed	-$819K	–	1468
2022 Q4	$819K	Buy	+19,200	New	+$850K	0.06%	366

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

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

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

Aquatic Capital Management's HI Position: Q1 2025 in Review

Aquatic Capital Management sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 18,757 shares — an estimated $577K sold.

Aquatic Capital Management first reported a position in HI in Q4 2022 and held it in 6 quarters. The position peaked at $819K in Q4 2022. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

Aquatic Capital Management reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
Aquatic Capital Management sold 18,757 Hillenbrand shares in Q1 2025, an estimated $577K.
Aquatic Capital Management first reported a position in Hillenbrand in Q4 2022 and held it in 6 quarters.
Aquatic Capital Management's Hillenbrand position peaked at $819K in Q4 2022.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Aquatic Capital Management's 13F filing for Q1 2025, filed 15 May 2025.