GWAG
HI

Garrett Wealth Advisory Group’s Hillenbrand HI Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-47
Closed -$1.45K – 299
2019
Q3 		$1.45K Buy
+47
New +$1.49K ﹤0.01% 635

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Garrett Wealth Advisory Group's HI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Hillenbrand (HI) in Q4 2019, closing a stake of 47 shares — an estimated $1.45K sold.

Garrett Wealth Advisory Group first reported a position in HI in Q3 2019 and held it in 1 quarter. The position peaked at $1.45K in Q3 2019. 275 funds tracked by Wall St. Rank hold HI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Hillenbrand position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 47 Hillenbrand shares in Q4 2019, an estimated $1.45K.
  • Garrett Wealth Advisory Group first reported a position in Hillenbrand in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Hillenbrand position peaked at $1.45K in Q3 2019.
  • 275 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.