FWM
HI

Focused Wealth Management’s Hillenbrand HI Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-800
Closed -$38.3K – 519
2023
Q4 		$38.3K Buy
+800
New +$32.8K 0.01% 343

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Focused Wealth Management's HI Position: Q1 2024 in Review

Focused Wealth Management sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 800 shares — an estimated $38.3K sold.

Focused Wealth Management first reported a position in HI in Q4 2023 and held it in 1 quarter. The position peaked at $38.3K in Q4 2023. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

  • Focused Wealth Management reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 800 Hillenbrand shares in Q1 2024, an estimated $38.3K.
  • Focused Wealth Management first reported a position in Hillenbrand in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Hillenbrand position peaked at $38.3K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.