Financial Gravity Asset Management’s Hillenbrand HI Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$33K	Buy	19 +13	+217%	+$411	0.02%	832
2019 Q3	$0	Buy	+6	New	+$190	﹤0.01%	1348
2019 Q2	–	Sell	-10	Closed	–	–	1410
2019 Q1	$0	Buy	+10	New	+$422	﹤0.01%	1407
2018 Q3	$1K	Buy	16 +1	+7%	+$51	﹤0.01%	1142
2018 Q2	$1K	Sell	15 -1	-6%	-$47	﹤0.01%	1172
2018 Q1	$1K	Buy	+16	New	+$721	﹤0.01%	1148

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 $1.18B AUM 0.37% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's HI Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Hillenbrand (HI) stake by 217% in Q4 2019, buying an estimated $411 and bringing the position to 19 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #832.

Financial Gravity Asset Management first reported a position in HI in Q1 2018 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold HI as of Q4 2019.

Financial Gravity Asset Management held 19 shares of Hillenbrand worth $33K as of Q4 2019.
Financial Gravity Asset Management bought 13 Hillenbrand shares in Q4 2019, an estimated $411.
Hillenbrand made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #832 holding.
Financial Gravity Asset Management first reported a position in Hillenbrand in Q1 2018 and has held it in 6 quarters since.
275 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.