Commonwealth Equity Services’s Hillenbrand HI Stock Holding History

Commonwealth Equity Services’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	-17,594	Closed	-$542K	–	4219
2024 Q4	$542K	Sell	17,594 -12,003	-41%	-$363K	﹤0.01%	2896
2024 Q3	$823K	Sell	29,597 -4,506	-13%	-$158K	﹤0.01%	2491
2024 Q2	$1.36M	Sell	34,103 -29,035	-46%	-$1.31M	﹤0.01%	2049
2024 Q1	$3.17M	Sell	63,138 -133	-0.2%	-$6.24K	0.01%	1455
2023 Q4	$3.03M	Sell	63,271 -17,522	-22%	-$718K	0.01%	1424
2023 Q3	$3.42M	Buy	80,793 +185	+0.2%	+$8.8K	0.01%	1255
2023 Q2	$4.13M	Buy	+80,608	New	+$3.88M	0.01%	1146
2020 Q1	–	Sell	-7,368	Closed	-$245K	–	2885
2019 Q4	$245K	Buy	+7,368	New	+$233K	﹤0.01%	2469
2018 Q4	–	Sell	-5,115	Closed	-$267K	–	2746
2018 Q3	$267K	Sell	5,115 -194	-4%	-$9.85K	﹤0.01%	2269
2018 Q2	$250K	Buy	5,309 +514	+11%	+$24.1K	﹤0.01%	2283
2018 Q1	$220K	Buy	+4,795	New	+$216K	﹤0.01%	2322

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

Commonwealth Equity Services's HI Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 17,594 shares — an estimated $542K sold.

Commonwealth Equity Services first reported a position in HI in Q1 2018 and held it in 11 quarters. The position peaked at $4.13M in Q2 2023. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

Commonwealth Equity Services reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 17,594 Hillenbrand shares in Q1 2025, an estimated $542K.
Commonwealth Equity Services first reported a position in Hillenbrand in Q1 2018 and held it in 11 quarters.
Commonwealth Equity Services's Hillenbrand position peaked at $4.13M in Q2 2023.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.