DI
HI

Disciplined Investments’s Hillenbrand HI Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-13
Closed -$667 – 722
2023
Q2 		$667 Hold
13
– – ﹤0.01% 1124
2023
Q1 		$618 Hold
13
– – ﹤0.01% 1166
2022
Q4 		$555 Hold
13
– – ﹤0.01% 1153
2022
Q3 		$0 Sell
13
-2
-13% -$84 ﹤0.01% 1375
2022
Q2 		$1K Buy
15
+1
+7% +$42 ﹤0.01% 953
2022
Q1 		$1K Buy
+14
New +$662 ﹤0.01% 1012

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's HI Position: Q3 2023 in Review

Disciplined Investments sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 13 shares — an estimated $667 sold.

Disciplined Investments first reported a position in HI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

  • Disciplined Investments reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Hillenbrand shares in Q3 2023, an estimated $667.
  • Disciplined Investments first reported a position in Hillenbrand in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Hillenbrand position peaked at $1K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.