CWC
HI

Carolinas Wealth Consulting’s Hillenbrand HI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,004
Closed -$48K – 964
2021
Q1 		$48K Buy
+1,004
New +$46.1K 0.01% 372

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Carolinas Wealth Consulting's HI Position: Q2 2021 in Review

Carolinas Wealth Consulting sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 1,004 shares — an estimated $48K sold.

Carolinas Wealth Consulting first reported a position in HI in Q1 2021 and held it in 1 quarter. The position peaked at $48K in Q1 2021. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Carolinas Wealth Consulting reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,004 Hillenbrand shares in Q2 2021, an estimated $48K.
  • Carolinas Wealth Consulting first reported a position in Hillenbrand in Q1 2021 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Hillenbrand position peaked at $48K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2021, filed 17 Aug 2021.