CWM
HI

Cranbrook Wealth Management’s Hillenbrand HI Stock Holding History

Cranbrook 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
2025
Q1 		– Sell
-11
Closed -$339 – 441
2024
Q4 		$339 Hold
11
– – ﹤0.01% 391
2024
Q3 		$306 Buy
+11
New +$387 ﹤0.01% 359

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 $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cranbrook Wealth Management's HI Position: Q1 2025 in Review

Cranbrook Wealth Management sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 11 shares — an estimated $339 sold.

Cranbrook Wealth Management first reported a position in HI in Q3 2024 and held it in 2 quarters. The position peaked at $339 in Q4 2024. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Cranbrook Wealth Management reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 11 Hillenbrand shares in Q1 2025, an estimated $339.
  • Cranbrook Wealth Management first reported a position in Hillenbrand in Q3 2024 and held it in 2 quarters.
  • Cranbrook Wealth Management's Hillenbrand position peaked at $339 in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Cranbrook Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.