CIC
HI

Crawford Investment Counsel’s Hillenbrand HI Stock Holding History

Crawford Investment Counsel’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
Q4 		– Sell
-144,434
Closed -$4.02M – 285
2024
Q3 		$4.02M Buy
144,434
+43,442
+43% +$1.53M 0.07% 156
2024
Q2 		$4.04M Sell
100,992
-1,000
-1% -$45.1K 0.08% 145
2024
Q1 		$5.13M Buy
101,992
+11,780
+13% +$552K 0.1% 134
2023
Q4 		$4.32M Buy
90,212
+7,270
+9% +$298K 0.09% 138
2023
Q3 		$3.51M Buy
+82,942
New +$3.94M 0.08% 145
2017
Q1 		– Sell
-15,200
Closed -$583K – 247
2016
Q4 		$583K Sell
15,200
-26,360
-63% -$890K 0.02% 187
2016
Q3 		$1.31M Sell
41,560
-14,000
-25% -$444K 0.05% 152
2016
Q2 		$1.67M Sell
55,560
-300
-0.5% -$9.09K 0.07% 116
2016
Q1 		$1.67M Hold
55,860
– – 0.07% 114
2015
Q4 		$1.66M Sell
55,860
-6,600
-11% -$194K 0.07% 112
2015
Q3 		$1.63M Hold
62,460
– – 0.07% 117
2015
Q2 		$1.92M Buy
62,460
+4,300
+7% +$133K 0.07% 107
2015
Q1 		$1.79M Buy
58,160
+9,700
+20% +$305K 0.07% 114
2014
Q4 		$1.67M Sell
48,460
-1,640
-3% -$53.4K 0.06% 112
2014
Q3 		$1.55M Buy
50,100
+700
+1% +$22.4K 0.06% 106
2014
Q2 		$1.61M Buy
49,400
+2,300
+5% +$71K 0.06% 101
2014
Q1 		$1.52M Buy
47,100
+3,800
+9% +$112K 0.06% 96
2013
Q4 		$1.27M Buy
43,300
+13,260
+44% +$378K 0.05% 114
2013
Q3 		$822K Buy
30,040
+7,480
+33% +$189K 0.03% 120
2013
Q2 		$535K Buy
+22,560
New +$547K 0.02% 141

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crawford Investment Counsel's HI Position: Q4 2024 in Review

Crawford Investment Counsel sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 144,434 shares — an estimated $4.02M sold.

Crawford Investment Counsel first reported a position in HI in Q2 2013 and held it in 20 quarters. The position peaked at $5.13M in Q1 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • Crawford Investment Counsel reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • Crawford Investment Counsel sold 144,434 Hillenbrand shares in Q4 2024, an estimated $4.02M.
  • Crawford Investment Counsel first reported a position in Hillenbrand in Q2 2013 and held it in 20 quarters.
  • Crawford Investment Counsel's Hillenbrand position peaked at $5.13M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Crawford Investment Counsel's 13F filing for Q4 2024, filed 14 Feb 2025.