CWM
HI

Congress Wealth Management’s Hillenbrand HI Stock Holding History

Congress Wealth 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
2024
Q3 		– Sell
-5,650
Closed -$226K – 854
2024
Q2 		$226K Buy
+5,650
New +$255K ﹤0.01% 675

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Congress Wealth Management's HI Position: Q3 2024 in Review

Congress Wealth Management sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 5,650 shares — an estimated $226K sold.

Congress Wealth Management first reported a position in HI in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Congress Wealth Management reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 5,650 Hillenbrand shares in Q3 2024, an estimated $226K.
  • Congress Wealth Management first reported a position in Hillenbrand in Q2 2024 and held it in 1 quarter.
  • Congress Wealth Management's Hillenbrand position peaked at $226K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.