BAM
HI

Belpointe Asset Management’s Hillenbrand HI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-700
Closed -$33.3K – 1747
2023
Q1 		$33.3K Buy
700
+340
+94% +$15.6K ﹤0.01% 1982
2022
Q4 		$15.4K Buy
+360
New +$15.9K ﹤0.01% 2371

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Belpointe Asset Management's HI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Hillenbrand (HI) in Q2 2023, closing a stake of 700 shares — an estimated $33.3K sold.

Belpointe Asset Management first reported a position in HI in Q4 2022 and held it in 2 quarters. The position peaked at $33.3K in Q1 2023. 276 funds tracked by Wall St. Rank hold HI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Hillenbrand position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 700 Hillenbrand shares in Q2 2023, an estimated $33.3K.
  • Belpointe Asset Management first reported a position in Hillenbrand in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Hillenbrand position peaked at $33.3K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.