BA
HI

Bridgewater Associates’s Hillenbrand HI Stock Holding History

Bridgewater Associates’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
Q4 		– Sell
-13,044
Closed -$363K – 750
2024
Q3 		$363K Sell
13,044
-4,972
-28% -$175K ﹤0.01% 716
2024
Q2 		$721K Sell
18,016
-17,550
-49% -$792K ﹤0.01% 711
2024
Q1 		$1.79M Buy
+35,566
New +$1.67M 0.01% 512

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
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
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

Bridgewater Associates's HI Position: Q4 2024 in Review

Bridgewater Associates sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 13,044 shares — an estimated $363K sold.

Bridgewater Associates first reported a position in HI in Q1 2024 and held it in 3 quarters. The position peaked at $1.79M in Q1 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • Bridgewater Associates reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • Bridgewater Associates sold 13,044 Hillenbrand shares in Q4 2024, an estimated $363K.
  • Bridgewater Associates first reported a position in Hillenbrand in Q1 2024 and held it in 3 quarters.
  • Bridgewater Associates's Hillenbrand position peaked at $1.79M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Bridgewater Associates's 13F filing for Q4 2024, filed 13 Feb 2025.