FC
HI

FORA Capital’s Hillenbrand HI Stock Holding History

FORA Capital’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
Q4 		– Sell
-8,934
Closed -$248K – 471
2024
Q3 		$248K Buy
+8,934
New +$314K 0.03% 376
2023
Q1 		– Sell
-5,069
Closed -$216K – 594
2022
Q4 		$216K Buy
+5,069
New +$224K 0.03% 427
2021
Q2 		– Sell
-929
Closed -$44K – 989
2021
Q1 		$44K Sell
929
-3,951
-81% -$181K 0.01% 567
2020
Q4 		$194K Buy
+4,880
New +$168K 0.03% 524
2020
Q2 		– Sell
-3,219
Closed -$62K – 1073
2020
Q1 		$62K Buy
+3,219
New +$83.7K 0.01% 718

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FORA Capital's HI Position: Q4 2024 in Review

FORA Capital sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 8,934 shares — an estimated $248K sold.

FORA Capital first reported a position in HI in Q1 2020 and held it in 5 quarters. The position peaked at $248K in Q3 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • FORA Capital reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 8,934 Hillenbrand shares in Q4 2024, an estimated $248K.
  • FORA Capital first reported a position in Hillenbrand in Q1 2020 and held it in 5 quarters.
  • FORA Capital's Hillenbrand position peaked at $248K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.