Cadence Bank’s Hillenbrand HI Stock Holding History

Cadence Bank’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	–	Sell	-5,493	Closed	-$242K	–	195
2021 Q2	$242K	Hold	5,493	–	–	0.04%	174
2021 Q1	$262K	Sell	5,493 -151	-3%	-$6.93K	0.04%	175
2020 Q4	$225K	Buy	+5,644	New	+$195K	0.04%	200
2019 Q2	–	Sell	-4,826	Closed	-$200K	–	228
2019 Q1	$200K	Buy	+4,826	New	+$204K	0.02%	228
2018 Q4	–	Sell	-4,871	Closed	-$255K	–	237
2018 Q3	$255K	Sell	4,871 -13	-0.3%	-$660	0.02%	215
2018 Q2	$230K	Sell	4,884 -319	-6%	-$15K	0.02%	218
2018 Q1	$239K	Hold	5,203	–	–	0.02%	215
2017 Q4	$233K	Buy	+5,203	New	+$218K	0.02%	225

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cadence Bank's HI Position: Q3 2021 in Review

Cadence Bank sold out of Hillenbrand (HI) in Q3 2021, closing a stake of 5,493 shares — an estimated $242K sold.

Cadence Bank first reported a position in HI in Q4 2017 and held it in 8 quarters. The position peaked at $262K in Q1 2021. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

Cadence Bank reported no remaining Hillenbrand position as of Q3 2021 after selling out during the quarter.
Cadence Bank sold 5,493 Hillenbrand shares in Q3 2021, an estimated $242K.
Cadence Bank first reported a position in Hillenbrand in Q4 2017 and held it in 8 quarters.
Cadence Bank's Hillenbrand position peaked at $262K in Q1 2021.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on Cadence Bank's 13F filing for Q3 2021, filed 10 Nov 2021.