EI
HI

Ellevest Inc’s Hillenbrand HI Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-708
Closed -$33.7K – 894
2023
Q1 		$33.7K Sell
708
-69
-9% -$3.17K ﹤0.01% 713
2022
Q4 		$33.2K Sell
777
-21
-3% -$930 ﹤0.01% 723
2022
Q3 		$29K Sell
798
-12
-1% -$505 ﹤0.01% 722
2022
Q2 		$33K Sell
810
-147
-15% -$6.14K ﹤0.01% 653
2022
Q1 		$42K Sell
957
-698
-42% -$33K ﹤0.01% 576
2021
Q4 		$86K Sell
1,655
-312
-16% -$14.9K 0.01% 417
2021
Q3 		$84K Sell
1,967
-57
-3% -$2.5K 0.01% 391
2021
Q2 		$89K Sell
2,024
-653
-24% -$30.5K 0.01% 384
2021
Q1 		$128K Buy
2,677
+636
+31% +$29.2K 0.02% 308
2020
Q4 		$81K Sell
2,041
-1,103
-35% -$38.1K 0.01% 355
2020
Q3 		$89K Buy
3,144
+1,365
+77% +$40.4K 0.02% 286
2020
Q2 		$48K Buy
1,779
+337
+23% +$7.65K 0.01% 361
2020
Q1 		$28K Buy
1,442
+783
+119% +$20.4K 0.01% 364
2019
Q4 		$22K Buy
+659
New +$20.8K 0.01% 395

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
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

Ellevest Inc's HI Position: Q2 2023 in Review

Ellevest Inc sold out of Hillenbrand (HI) in Q2 2023, closing a stake of 708 shares — an estimated $33.7K sold.

Ellevest Inc first reported a position in HI in Q4 2019 and held it in 14 quarters. The position peaked at $128K in Q1 2021. 276 funds tracked by Wall St. Rank hold HI as of Q2 2023.

  • Ellevest Inc reported no remaining Hillenbrand position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 708 Hillenbrand shares in Q2 2023, an estimated $33.7K.
  • Ellevest Inc first reported a position in Hillenbrand in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Hillenbrand position peaked at $128K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.