Blue Chip Partners’s Hillenbrand HI Stock Holding History

Blue Chip Partners’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
2018 Q3	–	Sell	-3,850	Closed	-$182K	–	140
2018 Q2	$182K	Sell	3,850 -4,900	-56%	-$230K	0.05%	116
2018 Q1	$402K	Buy	+8,750	New	+$394K	0.11%	95

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Chip Partners's HI Position: Q3 2018 in Review

Blue Chip Partners sold out of Hillenbrand (HI) in Q3 2018, closing a stake of 3,850 shares — an estimated $182K sold.

Blue Chip Partners first reported a position in HI in Q1 2018 and held it in 2 quarters. The position peaked at $402K in Q1 2018. 287 funds tracked by Wall St. Rank hold HI as of Q3 2018.

Blue Chip Partners reported no remaining Hillenbrand position as of Q3 2018 after selling out during the quarter.
Blue Chip Partners sold 3,850 Hillenbrand shares in Q3 2018, an estimated $182K.
Blue Chip Partners first reported a position in Hillenbrand in Q1 2018 and held it in 2 quarters.
Blue Chip Partners's Hillenbrand position peaked at $402K in Q1 2018.
287 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2018.

Based on Blue Chip Partners's 13F filing for Q3 2018, filed 26 Oct 2018.