BFPW
HI

BOK Financial Private Wealth’s Hillenbrand HI Stock Holding History

BOK Financial Private Wealth’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
2024
Q1 		– Sell
-804
Closed -$38.5K – 498
2023
Q4 		$38.5K Hold
804
– – ﹤0.01% 274
2023
Q3 		$34K Hold
804
– – ﹤0.01% 263
2023
Q2 		$41.2K Hold
804
– – ﹤0.01% 237
2023
Q1 		$38.2K Hold
804
– – ﹤0.01% 260
2022
Q4 		$34.3K Hold
804
– – ﹤0.01% 260
2022
Q3 		$30K Hold
804
– – ﹤0.01% 277
2022
Q2 		$33K Buy
+804
New +$33.6K ﹤0.01% 277

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

BOK Financial Private Wealth's HI Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 804 shares — an estimated $38.5K sold.

BOK Financial Private Wealth first reported a position in HI in Q2 2022 and held it in 7 quarters. The position peaked at $41.2K in Q2 2023. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 804 Hillenbrand shares in Q1 2024, an estimated $38.5K.
  • BOK Financial Private Wealth first reported a position in Hillenbrand in Q2 2022 and held it in 7 quarters.
  • BOK Financial Private Wealth's Hillenbrand position peaked at $41.2K in Q2 2023.
  • 282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.