AI
HI

Atria Investments’s Hillenbrand HI Stock Holding History

Atria Investments’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
2019
Q1 		– Sell
-5,640
Closed -$214K – 981
2018
Q4 		$214K Sell
5,640
-1,697
-23% -$77.5K 0.01% 789
2018
Q3 		$384K Buy
7,337
+668
+10% +$33.9K 0.02% 681
2018
Q2 		$314K Sell
6,669
-290
-4% -$13.6K 0.01% 725
2018
Q1 		$319K Sell
6,959
-616
-8% -$27.8K 0.02% 653
2017
Q4 		$339K Sell
7,575
-101
-1% -$4.23K 0.02% 600
2017
Q3 		$298K Buy
7,676
+32
+0.4% +$1.16K 0.02% 609
2017
Q2 		$276K Buy
7,644
+92
+1% +$3.35K 0.02% 591
2017
Q1 		$271K Buy
7,552
+77
+1% +$2.84K 0.02% 556
2016
Q4 		$287K Buy
7,475
+935
+14% +$31.6K 0.02% 482
2016
Q3 		$207K Buy
+6,540
New +$207K 0.02% 501

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Investments's HI Position: Q1 2019 in Review

Atria Investments sold out of Hillenbrand (HI) in Q1 2019, closing a stake of 5,640 shares — an estimated $214K sold.

Atria Investments first reported a position in HI in Q3 2016 and held it in 10 quarters. The position peaked at $384K in Q3 2018. 263 funds tracked by Wall St. Rank hold HI as of Q1 2019.

  • Atria Investments reported no remaining Hillenbrand position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 5,640 Hillenbrand shares in Q1 2019, an estimated $214K.
  • Atria Investments first reported a position in Hillenbrand in Q3 2016 and held it in 10 quarters.
  • Atria Investments's Hillenbrand position peaked at $384K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.