CCM
HI

Coldstream Capital Management’s Hillenbrand HI Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-3,261
Closed -$78.7K – 2064
2025
Q1 		$78.7K Buy
+3,261
New +$99.2K ﹤0.01% 1475
2018
Q4 		– Sell
-4,279
Closed -$224K – 347
2018
Q3 		$224K Buy
+4,279
New +$217K 0.02% 324

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Coldstream Capital Management's HI Position: Q2 2025 in Review

Coldstream Capital Management sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 3,261 shares — an estimated $78.7K sold.

Coldstream Capital Management first reported a position in HI in Q3 2018 and held it in 2 quarters. The position peaked at $224K in Q3 2018. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Coldstream Capital Management reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,261 Hillenbrand shares in Q2 2025, an estimated $78.7K.
  • Coldstream Capital Management first reported a position in Hillenbrand in Q3 2018 and held it in 2 quarters.
  • Coldstream Capital Management's Hillenbrand position peaked at $224K in Q3 2018.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.