APP
HI

Avantax Planning Partners’s Hillenbrand HI Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-4,765
Closed -$240K – 481
2024
Q1 		$240K Hold
4,765
– – 0.01% 410
2023
Q4 		$228K Hold
4,765
– – 0.01% 339
2023
Q3 		$202K Buy
+4,765
New +$227K 0.01% 346
2018
Q4 		– Sell
-43
Closed -$2K – 670
2018
Q3 		$2K Buy
+43
New +$2.18K ﹤0.01% 1338
2018
Q2 		– Sell
-43
Closed -$2K – 751
2018
Q1 		$2K Buy
+43
New +$1.94K ﹤0.01% 1600

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Avantax Planning Partners's HI Position: Q2 2024 in Review

Avantax Planning Partners sold out of Hillenbrand (HI) in Q2 2024, closing a stake of 4,765 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in HI in Q1 2018 and held it in 5 quarters. The position peaked at $240K in Q1 2024. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

  • Avantax Planning Partners reported no remaining Hillenbrand position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 4,765 Hillenbrand shares in Q2 2024, an estimated $240K.
  • Avantax Planning Partners first reported a position in Hillenbrand in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Hillenbrand position peaked at $240K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.