BCA
HI

Berman Capital Advisors’s Hillenbrand HI Stock Holding History

Berman Capital 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
2021
Q3 		$12K Buy
290
+14
+5% +$615 ﹤0.01% 1124
2021
Q2 		$12K Hold
276
– – ﹤0.01% 1081
2021
Q1 		$13K Buy
276
+1
+0.4% +$46 ﹤0.01% 941
2020
Q4 		$10K Sell
275
-15
-5% -$518 ﹤0.01% 918
2020
Q3 		$8K Buy
290
+1
+0.3% +$30 ﹤0.01% 869
2020
Q2 		$7K Sell
289
-347
-55% -$7.88K ﹤0.01% 878
2020
Q1 		$12K Buy
636
+604
+1,888% +$15.7K ﹤0.01% 619
2019
Q4 		$1K Hold
32
– – ﹤0.01% 1326
2019
Q3 		$0 Sell
32
-68
-68% -$2.15K ﹤0.01% 1494
2019
Q2 		$3K Sell
100
-5
-5% -$201 ﹤0.01% 1093
2019
Q1 		$4K Hold
105
– – ﹤0.01% 919
2018
Q4 		$3K Buy
+105
New +$4.8K ﹤0.01% 801

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berman Capital Advisors's HI Position: Q3 2021 in Review

Berman Capital Advisors increased its Hillenbrand (HI) stake by 5.1% in Q3 2021, buying an estimated $615 and bringing the position to 290 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Berman Capital Advisors first reported a position in HI in Q4 2018 and has held it in 12 quarters since. The position peaked at $13K in Q1 2021. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

  • Berman Capital Advisors held 290 shares of Hillenbrand worth $12K as of Q3 2021.
  • Berman Capital Advisors bought 14 Hillenbrand shares in Q3 2021, an estimated $615.
  • Hillenbrand made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1124 holding.
  • Berman Capital Advisors first reported a position in Hillenbrand in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Hillenbrand position peaked at $13K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.