Cassady Schiller Wealth Management’s Hillenbrand HI Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$284K	Hold	9,230	–	–	0.1%	93
2024 Q3	$257K	Hold	9,230	–	–	0.09%	105
2024 Q2	$369K	Hold	9,230	–	–	0.15%	76
2024 Q1	$464K	Hold	9,230	–	–	0.21%	70
2023 Q4	$442K	Hold	9,230	–	–	0.22%	66
2023 Q3	$391K	Hold	9,230	–	–	0.22%	69
2023 Q2	$473K	Hold	9,230	–	–	0.26%	60
2023 Q1	$439K	Hold	9,230	–	–	0.21%	64
2022 Q4	$394K	Hold	9,230	–	–	0.24%	72
2022 Q3	$339K	Hold	9,230	–	–	0.2%	76
2022 Q2	$378K	Hold	9,230	–	–	0.2%	67
2022 Q1	$408K	Buy	9,230 +2,100	+29%	+$99.3K	0.2%	74
2021 Q4	$371K	Buy	+7,130	New	+$341K	0.22%	66

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cassady Schiller Wealth Management's HI Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Hillenbrand (HI) position steady in Q4 2024 at 9,230 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #93.

Cassady Schiller Wealth Management first reported a position in HI in Q4 2021 and has held it in 13 quarters since. The position peaked at $473K in Q2 2023. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

Cassady Schiller Wealth Management held 9,230 shares of Hillenbrand worth $284K as of Q4 2024.
Cassady Schiller Wealth Management left its Hillenbrand share count unchanged in Q4 2024.
Hillenbrand made up 0.1% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #93 holding.
Cassady Schiller Wealth Management first reported a position in Hillenbrand in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Hillenbrand position peaked at $473K in Q2 2023.
285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.