Corient Private Wealth
HI

Corient Private Wealth’s Hillenbrand HI Stock Holding History

Corient Private Wealth’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
-16,421
Closed -$505K – 2353
2024
Q4 		$505K Buy
16,421
+2,761
+20% +$83.4K ﹤0.01% 1611
2024
Q3 		$380K Buy
13,660
+591
+5% +$20.8K ﹤0.01% 1895
2024
Q2 		$523K Sell
13,069
-1,053
-7% -$47.5K ﹤0.01% 1616
2024
Q1 		$710K Sell
14,122
-1,887
-12% -$88.5K ﹤0.01% 1458
2023
Q4 		$766K Buy
16,009
+863
+6% +$35.4K ﹤0.01% 1402
2023
Q3 		$641K Sell
15,146
-397
-3% -$18.9K ﹤0.01% 1365
2023
Q2 		$797K Sell
15,543
-290
-2% -$14K ﹤0.01% 1237
2023
Q1 		$753K Buy
15,833
+3,708
+31% +$170K ﹤0.01% 1205
2022
Q4 		$517K Buy
+12,125
New +$537K ﹤0.01% 1130

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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's HI Position: Q1 2025 in Review

Corient Private Wealth sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 16,421 shares — an estimated $505K sold.

Corient Private Wealth first reported a position in HI in Q4 2022 and held it in 9 quarters. The position peaked at $797K in Q2 2023. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Corient Private Wealth reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 16,421 Hillenbrand shares in Q1 2025, an estimated $505K.
  • Corient Private Wealth first reported a position in Hillenbrand in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's Hillenbrand position peaked at $797K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.