Claris Advisors’s Hillenbrand HI Stock Holding History

Claris Advisors’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	-4	Closed	-$111	–	530
2024 Q3	$111	Buy	+4	New	+$141	﹤0.01%	1119

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

Claris Advisors's HI Position: Q4 2024 in Review

Claris Advisors sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 4 shares — an estimated $111 sold.

Claris Advisors first reported a position in HI in Q3 2024 and held it in 1 quarter. The position peaked at $111 in Q3 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

Claris Advisors reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Hillenbrand shares in Q4 2024, an estimated $111.
Claris Advisors first reported a position in Hillenbrand in Q3 2024 and held it in 1 quarter.
Claris Advisors's Hillenbrand position peaked at $111 in Q3 2024.
285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.