FAG
HI

Fortitude Advisory Group’s Hillenbrand HI Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-439
Closed -$19K – 654
2022
Q1 		$19K Hold
439
– – 0.01% 846
2021
Q4 		$23K Buy
+439
New +$21K 0.01% 806

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortitude Advisory Group's HI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Hillenbrand (HI) in Q2 2022, closing a stake of 439 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in HI in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 287 funds tracked by Wall St. Rank hold HI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Hillenbrand position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 439 Hillenbrand shares in Q2 2022, an estimated $19K.
  • Fortitude Advisory Group first reported a position in Hillenbrand in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Hillenbrand position peaked at $23K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.