CAL
HI

Capital Analysts LLC’s Hillenbrand HI Stock Holding History

Capital Analysts LLC’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
2020
Q1 		– Sell
-129
Closed -$4K – 705
2019
Q4 		$4K Hold
129
– – ﹤0.01% 628
2019
Q3 		$3K Hold
129
– – ﹤0.01% 637
2019
Q2 		$5K Hold
129
– – ﹤0.01% 581
2019
Q1 		$5K Buy
+129
New +$5.45K ﹤0.01% 568

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Analysts LLC's HI Position: Q1 2020 in Review

Capital Analysts LLC sold out of Hillenbrand (HI) in Q1 2020, closing a stake of 129 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in HI in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 225 funds tracked by Wall St. Rank hold HI as of Q1 2020.

  • Capital Analysts LLC reported no remaining Hillenbrand position as of Q1 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 129 Hillenbrand shares in Q1 2020, an estimated $4K.
  • Capital Analysts LLC first reported a position in Hillenbrand in Q1 2019 and held it in 4 quarters.
  • Capital Analysts LLC's Hillenbrand position peaked at $5K in Q2 2019.
  • 225 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2020.

Based on Capital Analysts LLC's 13F filing for Q1 2020, filed 8 May 2020.