CIM
HI

Calvert Investment Management’s Hillenbrand HI Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-111,583
Closed -$4.28M – 254
2016
Q4 		$4.28M Sell
111,583
-4,006
-3% -$135K 0.16% 189
2016
Q3 		$3.66M Hold
115,589
– – 0.13% 214
2016
Q2 		$3.47M Hold
115,589
– – 0.14% 173
2016
Q1 		$3.46M Buy
115,589
+20,048
+21% +$553K 0.15% 130
2015
Q4 		$2.83M Buy
+95,541
New +$2.81M 0.13% 157

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Calvert Investment Management's HI Position: Q1 2017 in Review

Calvert Investment Management sold out of Hillenbrand (HI) in Q1 2017, closing a stake of 111,583 shares — an estimated $4.28M sold.

Calvert Investment Management first reported a position in HI in Q4 2015 and held it in 5 quarters. The position peaked at $4.28M in Q4 2016. 205 funds tracked by Wall St. Rank hold HI as of Q1 2017.

  • Calvert Investment Management reported no remaining Hillenbrand position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 111,583 Hillenbrand shares in Q1 2017, an estimated $4.28M.
  • Calvert Investment Management first reported a position in Hillenbrand in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Hillenbrand position peaked at $4.28M in Q4 2016.
  • 205 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.