CA
HI

Crewe Advisors’s Hillenbrand HI Stock Holding History

Crewe Advisors’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
2023
Q4 		– Sell
-3
Closed -$127 – 545
2023
Q3 		$127 Hold
3
– – ﹤0.01% 513
2023
Q2 		$154 Buy
+3
New +$144 ﹤0.01% 765
2018
Q2 		– Sell
-64
Closed -$3K – 263
2018
Q1 		$3K Hold
64
– – ﹤0.01% 248
2017
Q4 		$3K Buy
+64
New +$2.68K ﹤0.01% 248

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's HI Position: Q4 2023 in Review

Crewe Advisors sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 3 shares — an estimated $127 sold.

Crewe Advisors first reported a position in HI in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

  • Crewe Advisors reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 3 Hillenbrand shares in Q4 2023, an estimated $127.
  • Crewe Advisors first reported a position in Hillenbrand in Q4 2017 and held it in 4 quarters.
  • Crewe Advisors's Hillenbrand position peaked at $3K in Q1 2018.
  • 279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.