CPG
HI

Cornerstone Planning Group’s Hillenbrand HI Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-23
Closed -$1.1K – 1142
2023
Q4 		$1.1K Buy
+23
New +$942 ﹤0.01% 702

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Cornerstone Planning Group's HI Position: Q1 2024 in Review

Cornerstone Planning Group sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 23 shares — an estimated $1.1K sold.

Cornerstone Planning Group first reported a position in HI in Q4 2023 and held it in 1 quarter. The position peaked at $1.1K in Q4 2023. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

  • Cornerstone Planning Group reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 23 Hillenbrand shares in Q1 2024, an estimated $1.1K.
  • Cornerstone Planning Group first reported a position in Hillenbrand in Q4 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Hillenbrand position peaked at $1.1K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.