Baystate Wealth Management’s Hillenbrand HI Stock Holding History

Baystate Wealth Management’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 Q4	$1.31K	Hold	27	–	–	﹤0.01%	1124
2023 Q3	$1.15K	Hold	27	–	–	﹤0.01%	875
2023 Q2	$1.39K	Buy	27 +1	+4%	+$48	﹤0.01%	903
2023 Q1	$1.28K	Hold	26	–	–	﹤0.01%	905
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	860
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	811
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	837
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	825
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	821
2021 Q3	$1K	Sell	26 -383	-94%	-$16.8K	﹤0.01%	755
2021 Q2	$18K	Buy	409 +2	+0.5%	+$93	﹤0.01%	428
2021 Q1	$19K	Buy	407 +2	+0.5%	+$92	﹤0.01%	374
2020 Q4	$16K	Buy	405 +2	+0.5%	+$69	﹤0.01%	373
2020 Q3	$11K	Buy	+403	New	+$11.9K	﹤0.01%	384

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's HI Position: Q4 2023 in Review

Baystate Wealth Management held its Hillenbrand (HI) position steady in Q4 2023 at 27 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Baystate Wealth Management first reported a position in HI in Q3 2020 and has held it in 14 quarters since. The position peaked at $19K in Q1 2021. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

Baystate Wealth Management held 27 shares of Hillenbrand worth $1.31K as of Q4 2023.
Baystate Wealth Management left its Hillenbrand share count unchanged in Q4 2023.
Hillenbrand made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1124 holding.
Baystate Wealth Management first reported a position in Hillenbrand in Q3 2020 and has held it in 14 quarters since.
Baystate Wealth Management's Hillenbrand position peaked at $19K in Q1 2021.
279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.