B
HI

Birchbrook’s Hillenbrand HI Stock Holding History

Birchbrook’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
Q2 		– Sell
-200
Closed -$4.83K – 277
2025
Q1 		$4.83K Hold
200
– – ﹤0.01% 211
2024
Q4 		$6.16K Hold
200
– – ﹤0.01% 221
2024
Q3 		$5.56K Hold
200
– – ﹤0.01% 209
2024
Q2 		$8K Hold
200
– – ﹤0.01% 201
2024
Q1 		$10.1K Hold
200
– – 0.01% 202
2023
Q4 		$9.57K Buy
+200
New +$8.2K 0.01% 215

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Birchbrook's HI Position: Q2 2025 in Review

Birchbrook sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 200 shares — an estimated $4.83K sold.

Birchbrook first reported a position in HI in Q4 2023 and held it in 6 quarters. The position peaked at $10.1K in Q1 2024. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Birchbrook reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Birchbrook sold 200 Hillenbrand shares in Q2 2025, an estimated $4.83K.
  • Birchbrook first reported a position in Hillenbrand in Q4 2023 and held it in 6 quarters.
  • Birchbrook's Hillenbrand position peaked at $10.1K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Birchbrook's 13F filing for Q2 2025, filed 11 Aug 2025.