CFGS
HI

Concourse Financial Group Securities’s Hillenbrand HI Stock Holding History

Concourse Financial Group Securities’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
2023
Q4 		– Sell
-50
Closed -$2.05K – 2327
2023
Q3 		$2.12K Hold
50
– – ﹤0.01% 1989
2023
Q2 		$2.56K Hold
50
– – ﹤0.01% 1973
2023
Q1 		$2.38K Hold
50
– – ﹤0.01% 2028
2022
Q4 		$2.13K Hold
50
– – ﹤0.01% 2019
2022
Q3 		$2K Hold
50
– – ﹤0.01% 1801
2022
Q2 		$2K Hold
50
– – ﹤0.01% 2023
2022
Q1 		$2K Buy
+50
New +$2.36K ﹤0.01% 2020

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's HI Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 50 shares — an estimated $2.05K sold.

Concourse Financial Group Securities first reported a position in HI in Q1 2022 and held it in 7 quarters. The position peaked at $2.56K in Q2 2023. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 50 Hillenbrand shares in Q4 2023, an estimated $2.05K.
  • Concourse Financial Group Securities first reported a position in Hillenbrand in Q1 2022 and held it in 7 quarters.
  • Concourse Financial Group Securities's Hillenbrand position peaked at $2.56K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.