Bank of Montreal
HI

Bank of Montreal’s Hillenbrand HI Stock Holding History

Bank of Montreal’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
2026
Q1 		– Sell
-9,242
Closed -$293K – 3861
2025
Q4 		$293K Sell
9,242
-272
-3% -$8.38K ﹤0.01% 2603
2025
Q3 		$257K Sell
9,514
-5,976
-39% -$140K ﹤0.01% 2614
2025
Q2 		$311K Sell
15,490
-585
-4% -$12.2K ﹤0.01% 2568
2025
Q1 		$388K Buy
16,075
+3,036
+23% +$92.4K ﹤0.01% 2353
2024
Q4 		$401K Buy
13,039
+746
+6% +$22.5K ﹤0.01% 2371
2024
Q3 		$342K Sell
12,293
-681
-5% -$23.9K ﹤0.01% 2676
2024
Q2 		$538K Sell
12,974
-1,626
-11% -$73.3K ﹤0.01% 2358
2024
Q1 		$729K Sell
14,600
-7,078
-33% -$332K ﹤0.01% 2189
2023
Q4 		$1.07M Buy
21,678
+7,857
+57% +$322K ﹤0.01% 2000
2023
Q3 		$611K Sell
13,821
-268
-2% -$12.7K ﹤0.01% 2341
2023
Q2 		$741K Sell
14,089
-2,726
-16% -$131K ﹤0.01% 2343
2023
Q1 		$799K Buy
16,815
+2,301
+16% +$106K ﹤0.01% 2186
2022
Q4 		$747K Buy
14,514
+4,116
+40% +$182K ﹤0.01% 2361
2022
Q3 		$388 Sell
10,398
-4,175
-29% -$176K ﹤0.01% 2754
2022
Q2 		$620 Sell
14,573
-12,614
-46% -$527K ﹤0.01% 2575
2022
Q1 		$1.26M Sell
27,187
-29
-0.1% -$1.37K ﹤0.01% 2192
2021
Q4 		$1.42M Sell
27,216
-430,229
-94% -$20.5M ﹤0.01% 1769
2021
Q3 		$19.8M Sell
457,445
-18,749
-4% -$823K 0.01% 936
2021
Q2 		$20.7M Buy
476,194
+181,651
+62% +$8.47M 0.01% 887
2021
Q1 		$14.5M Buy
294,543
+270,243
+1,112% +$12.4M 0.01% 827
2020
Q4 		$1.05M Buy
24,300
+13,573
+127% +$469K ﹤0.01% 2210
2020
Q3 		$329K Sell
10,727
-5,227
-33% -$155K ﹤0.01% 2511
2020
Q2 		$399K Buy
15,954
+7,711
+94% +$175K ﹤0.01% 2380
2020
Q1 		$144K Sell
8,243
-5,805
-41% -$151K ﹤0.01% 2454
2019
Q4 		$467K Buy
14,048
+3,632
+35% +$115K ﹤0.01% 2708
2019
Q3 		$322K Sell
10,416
-4,535
-30% -$144K ﹤0.01% 2659
2019
Q2 		$591K Buy
14,951
+8,696
+139% +$349K ﹤0.01% 2326
2019
Q1 		$260K Buy
6,255
+648
+12% +$27.4K ﹤0.01% 2599
2018
Q4 		$212K Sell
5,607
-35,713
-86% -$1.63M ﹤0.01% 2542
2018
Q3 		$2.16M Buy
41,320
+6,843
+20% +$348K ﹤0.01% 1629
2018
Q2 		$1.63M Sell
34,477
-71
-0.2% -$3.33K ﹤0.01% 1750
2018
Q1 		$1.59M Buy
34,548
+29,819
+631% +$1.34M ﹤0.01% 1675
2017
Q4 		$211K Buy
4,729
+45
+1% +$1.88K ﹤0.01% 2658
2017
Q3 		$181K Hold
4,684
– – ﹤0.01% 2707
2017
Q2 		$169K Hold
4,684
– – ﹤0.01% 2736
2017
Q1 		$168K Buy
4,684
+406
+9% +$15K ﹤0.01% 2565
2016
Q4 		$150K Buy
4,278
+201
+5% +$6.79K ﹤0.01% 2630
2016
Q3 		$129K Hold
4,077
– – ﹤0.01% 2642
2016
Q2 		$122K Hold
4,077
– – ﹤0.01% 2721
2016
Q1 		$122K Hold
4,077
– – ﹤0.01% 2711
2015
Q4 		$121K Sell
4,077
-378
-8% -$11.1K ﹤0.01% 2683
2015
Q3 		$116K Hold
4,455
– – ﹤0.01% 2543
2015
Q2 		$137K Hold
4,455
– – ﹤0.01% 2578
2015
Q1 		$138K Hold
4,455
– – ﹤0.01% 2504
2014
Q4 		$153K Hold
4,455
– – ﹤0.01% 2581
2014
Q3 		$138K Sell
4,455
-1,370
-24% -$43.8K ﹤0.01% 2693
2014
Q2 		$190K Buy
5,825
+1,370
+31% +$42.3K ﹤0.01% 2534
2014
Q1 		$144K Sell
4,455
-1
-0% -$30 ﹤0.01% 2642
2013
Q4 		$131K Buy
4,456
+446
+11% +$12.7K ﹤0.01% 2422
2013
Q3 		$110K Hold
4,010
– – ﹤0.01% 2468
2013
Q2 		$95K Buy
+4,010
New +$97.3K ﹤0.01% 2454

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's HI Position: Q1 2026 in Review

Bank of Montreal sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 9,242 shares — an estimated $293K sold.

Bank of Montreal first reported a position in HI in Q2 2013 and held it in 51 quarters. The position peaked at $20.7M in Q2 2021. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Bank of Montreal reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 9,242 Hillenbrand shares in Q1 2026, an estimated $293K.
  • Bank of Montreal first reported a position in Hillenbrand in Q2 2013 and held it in 51 quarters.
  • Bank of Montreal's Hillenbrand position peaked at $20.7M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.