Convergence Investment Partners’s Hillenbrand HI Stock Holding History

Convergence Investment Partners’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
2021 Q4	–	Sell	-4,148	Closed	-$177K	–	242
2021 Q3	$177K	Buy	+4,148	New	+$182K	0.1%	199
2021 Q2	–	Sell	-3,633	Closed	-$173K	–	258
2021 Q1	$173K	Buy	+3,633	New	+$167K	0.08%	221
2019 Q1	–	Sell	-9,950	Closed	-$377K	–	337
2018 Q4	$377K	Buy	9,950 +185	+2%	+$8.45K	0.09%	219
2018 Q3	$511K	Sell	9,765 -9,130	-48%	-$464K	0.1%	218
2018 Q2	$891K	Sell	18,895 -15,118	-44%	-$709K	0.12%	213
2018 Q1	$1.56M	Buy	+34,013	New	+$1.53M	0.2%	173
2015 Q1	–	Sell	-38,228	Closed	-$1.32M	–	385
2014 Q4	$1.32M	Buy	+38,228	New	+$1.25M	0.18%	197

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Convergence Investment Partners's HI Position: Q4 2021 in Review

Convergence Investment Partners sold out of Hillenbrand (HI) in Q4 2021, closing a stake of 4,148 shares — an estimated $177K sold.

Convergence Investment Partners first reported a position in HI in Q4 2014 and held it in 7 quarters. The position peaked at $1.56M in Q1 2018. 288 funds tracked by Wall St. Rank hold HI as of Q4 2021.

Convergence Investment Partners reported no remaining Hillenbrand position as of Q4 2021 after selling out during the quarter.
Convergence Investment Partners sold 4,148 Hillenbrand shares in Q4 2021, an estimated $177K.
Convergence Investment Partners first reported a position in Hillenbrand in Q4 2014 and held it in 7 quarters.
Convergence Investment Partners's Hillenbrand position peaked at $1.56M in Q1 2018.
288 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2021.

Based on Convergence Investment Partners's 13F filing for Q4 2021, filed 25 Jan 2022.