Baird Financial Group
HI

Baird Financial Group’s Hillenbrand HI Stock Holding History

Baird Financial 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
2025
Q1 		– Sell
-6,826
Closed -$210K – 1789
2024
Q4 		$210K Sell
6,826
-1,619
-19% -$48.9K ﹤0.01% 1669
2024
Q3 		$235K Sell
8,445
-1,432
-14% -$50.3K ﹤0.01% 1622
2024
Q2 		$395K Buy
9,877
+344
+4% +$15.5K ﹤0.01% 1469
2024
Q1 		$479K Sell
9,533
-300
-3% -$14.1K ﹤0.01% 1401
2023
Q4 		$471K Sell
9,833
-1,973
-17% -$80.8K ﹤0.01% 1370
2023
Q3 		$500K Buy
11,806
+1,329
+13% +$63.2K ﹤0.01% 1333
2023
Q2 		$537K Buy
10,477
+357
+4% +$17.2K ﹤0.01% 1321
2023
Q1 		$481K Buy
10,120
+60
+0.6% +$2.76K ﹤0.01% 1330
2022
Q4 		$429K Sell
10,060
-10,552
-51% -$467K ﹤0.01% 1346
2022
Q3 		$757K Sell
20,612
-150
-0.7% -$6.31K ﹤0.01% 1140
2022
Q2 		$850K Buy
20,762
+5,999
+41% +$251K ﹤0.01% 1149
2022
Q1 		$653K Buy
14,763
+58
+0.4% +$2.74K ﹤0.01% 1312
2021
Q4 		$765K Buy
14,705
+2,150
+17% +$103K ﹤0.01% 1302
2021
Q3 		$535K Sell
12,555
-401
-3% -$17.6K ﹤0.01% 1438
2021
Q2 		$571K Sell
12,956
-2,344
-15% -$109K ﹤0.01% 1367
2021
Q1 		$730K Sell
15,300
-1,141
-7% -$52.4K ﹤0.01% 1241
2020
Q4 		$655K Sell
16,441
-244
-1% -$8.42K ﹤0.01% 1157
2020
Q3 		$474K Sell
16,685
-1,069
-6% -$31.6K ﹤0.01% 1172
2020
Q2 		$480K Buy
17,754
+487
+3% +$11.1K ﹤0.01% 1152
2020
Q1 		$330K Buy
17,267
+83
+0.5% +$2.16K ﹤0.01% 1184
2019
Q4 		$572K Buy
17,184
+97
+0.6% +$3.06K ﹤0.01% 1132
2019
Q3 		$527K Sell
17,087
-1,398
-8% -$44.3K ﹤0.01% 1151
2019
Q2 		$731K Buy
+18,485
New +$743K ﹤0.01% 1089

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's HI Position: Q1 2025 in Review

Baird Financial Group sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 6,826 shares — an estimated $210K sold.

Baird Financial Group first reported a position in HI in Q2 2019 and held it in 23 quarters. The position peaked at $850K in Q2 2022. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Baird Financial Group reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 6,826 Hillenbrand shares in Q1 2025, an estimated $210K.
  • Baird Financial Group first reported a position in Hillenbrand in Q2 2019 and held it in 23 quarters.
  • Baird Financial Group's Hillenbrand position peaked at $850K in Q2 2022.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.