First Trust Direct Indexing’s Hillenbrand HI Stock Holding History

First Trust Direct Indexing’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
2022 Q1	–	Sell	-4,271	Closed	-$222K	–	685
2021 Q4	$222K	Buy	+4,271	New	+$204K	0.03%	581
2021 Q1	–	Sell	-2,623	Closed	-$104K	–	647
2020 Q4	$104K	Buy	+2,623	New	+$90.5K	0.03%	486

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

First Trust Direct Indexing's HI Position: Q1 2022 in Review

First Trust Direct Indexing sold out of Hillenbrand (HI) in Q1 2022, closing a stake of 4,271 shares — an estimated $222K sold.

First Trust Direct Indexing first reported a position in HI in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 305 funds tracked by Wall St. Rank hold HI as of Q1 2022.

First Trust Direct Indexing reported no remaining Hillenbrand position as of Q1 2022 after selling out during the quarter.
First Trust Direct Indexing sold 4,271 Hillenbrand shares in Q1 2022, an estimated $222K.
First Trust Direct Indexing first reported a position in Hillenbrand in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Hillenbrand position peaked at $222K in Q4 2021.
305 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.