CFFP
HI

Center for Financial Planning’s Hillenbrand HI Stock Holding History

Center for Financial Planning’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
-95
Closed -$5K – 514
2021
Q1 		$5K Hold
95
– – ﹤0.01% 444
2020
Q4 		$4K Hold
95
– – ﹤0.01% 407
2020
Q3 		$3K Hold
95
– – ﹤0.01% 387
2020
Q2 		$3K Sell
95
-417
-81% -$9.47K ﹤0.01% 393
2020
Q1 		$10K Buy
512
+417
+439% +$10.8K ﹤0.01% 322
2019
Q4 		$3K Buy
+95
New +$3K ﹤0.01% 403

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

Center for Financial Planning's HI Position: Q2 2021 in Review

Center for Financial Planning sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 95 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in HI in Q4 2019 and held it in 6 quarters. The position peaked at $10K in Q1 2020. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Center for Financial Planning reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 95 Hillenbrand shares in Q2 2021, an estimated $5K.
  • Center for Financial Planning first reported a position in Hillenbrand in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Hillenbrand position peaked at $10K in Q1 2020.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.