Cerity Partners’s Hillenbrand HI Stock Holding History

Cerity Partners’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
2025 Q1	–	Sell	-14,796	Closed	-$414K	–	2533
2024 Q4	$414K	Sell	14,796 -12,663	-46%	-$383K	﹤0.01%	1876
2024 Q3	$763K	Buy	27,459 +14,253	+108%	+$501K	﹤0.01%	1541
2024 Q2	$528K	Sell	13,206 -13,268	-50%	-$598K	﹤0.01%	1524
2024 Q1	$1.33M	Buy	26,474 +10,673	+68%	+$500K	﹤0.01%	1144
2023 Q4	$756K	Buy	+15,801	New	+$647K	﹤0.01%	1096
2023 Q3	–	Sell	-16,259	Closed	-$834K	–	1530
2023 Q2	$834K	Buy	16,259 +4,402	+37%	+$212K	﹤0.01%	981
2023 Q1	$1.11M	Buy	11,857 +2,924	+33%	+$134K	﹤0.01%	932
2022 Q4	$381K	Sell	8,933 -5,519	-38%	-$244K	﹤0.01%	1057
2022 Q3	$530K	Sell	14,452 -94	-0.6%	-$3.96K	0.01%	697
2022 Q2	$596K	Buy	14,546 +371	+3%	+$15.5K	0.01%	692
2022 Q1	$626K	Buy	+14,175	New	+$670K	0.01%	543
2020 Q1	–	Sell	-11,241	Closed	-$374K	–	482
2019 Q4	$374K	Buy	+11,241	New	+$355K	0.02%	387

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

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

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Cerity Partners's HI Position: Q1 2025 in Review

Cerity Partners sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 14,796 shares — an estimated $414K sold.

Cerity Partners first reported a position in HI in Q4 2019 and held it in 12 quarters. The position peaked at $1.33M in Q1 2024. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

Cerity Partners reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 14,796 Hillenbrand shares in Q1 2025, an estimated $414K.
Cerity Partners first reported a position in Hillenbrand in Q4 2019 and held it in 12 quarters.
Cerity Partners's Hillenbrand position peaked at $1.33M in Q1 2024.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.