CFM
HI

Catalyst Funds Management’s Hillenbrand HI Stock Holding History

Catalyst Funds 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 		– Sell
-1,500
Closed -$41.7K – 744
2024
Q3 		$41.7K Buy
1,500
+600
+67% +$21.1K 0.01% 866
2024
Q2 		$36K Sell
900
-500
-36% -$22.6K 0.01% 507
2024
Q1 		$70.4K Buy
+1,400
New +$65.6K 0.02% 480

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
Fuller & Thaler Asset Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Funds Management's HI Position: Q4 2024 in Review

Catalyst Funds Management sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 1,500 shares — an estimated $41.7K sold.

Catalyst Funds Management first reported a position in HI in Q1 2024 and held it in 3 quarters. The position peaked at $70.4K in Q1 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • Catalyst Funds Management reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,500 Hillenbrand shares in Q4 2024, an estimated $41.7K.
  • Catalyst Funds Management first reported a position in Hillenbrand in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Hillenbrand position peaked at $70.4K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.