B. Riley Wealth Advisors’s Hillenbrand HI Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-5,858	Closed	-$250K	–	1565
2022 Q4	$250K	Buy	+5,858	New	+$259K	0.01%	1137
2022 Q1	–	Sell	-4,758	Closed	-$248K	–	1442
2021 Q4	$248K	Buy	4,758 +58	+1%	+$2.77K	0.01%	1165
2021 Q3	$201K	Sell	4,700 -1,201	-20%	-$52.7K	0.01%	1246
2021 Q2	$261K	Buy	5,901 +1,201	+26%	+$56K	0.01%	1097
2021 Q1	$225K	Buy	+4,700	New	+$216K	0.01%	1142

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's HI Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Hillenbrand (HI) in Q1 2023, closing a stake of 5,858 shares — an estimated $250K sold.

B. Riley Wealth Advisors first reported a position in HI in Q1 2021 and held it in 5 quarters. The position peaked at $261K in Q2 2021. 278 funds tracked by Wall St. Rank hold HI as of Q1 2023.

B. Riley Wealth Advisors reported no remaining Hillenbrand position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,858 Hillenbrand shares in Q1 2023, an estimated $250K.
B. Riley Wealth Advisors first reported a position in Hillenbrand in Q1 2021 and held it in 5 quarters.
B. Riley Wealth Advisors's Hillenbrand position peaked at $261K in Q2 2021.
278 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.