Easterly Investment Partners’s Hillenbrand HI Stock Holding History

Easterly Investment Partners’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	-29,951	Closed	-$1.54M	–	189
2023 Q2	$1.54M	Sell	29,951 -2,222	-7%	-$107K	0.14%	126
2023 Q1	$1.53M	Sell	32,173 -7,970	-20%	-$366K	0.13%	121
2022 Q4	$1.71M	Sell	40,143 -17,983	-31%	-$796K	0.15%	121
2022 Q3	$2.13M	Sell	58,126 -2,705	-4%	-$114K	0.2%	103
2022 Q2	$2.49M	Sell	60,831 -845	-1%	-$35.3K	0.22%	95
2022 Q1	$2.72M	Buy	61,676 +25,626	+71%	+$1.21M	0.21%	90
2021 Q4	$1.87M	Buy	+36,050	New	+$1.72M	0.14%	112

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Easterly Investment Partners's HI Position: Q3 2023 in Review

Easterly Investment Partners sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 29,951 shares — an estimated $1.54M sold.

Easterly Investment Partners first reported a position in HI in Q4 2021 and held it in 7 quarters. The position peaked at $2.72M in Q1 2022. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

Easterly Investment Partners reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
Easterly Investment Partners sold 29,951 Hillenbrand shares in Q3 2023, an estimated $1.54M.
Easterly Investment Partners first reported a position in Hillenbrand in Q4 2021 and held it in 7 quarters.
Easterly Investment Partners's Hillenbrand position peaked at $2.72M in Q1 2022.
267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on Easterly Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.