GHP Investment Advisors’s Hillenbrand HI Stock Holding History

GHP Investment Advisors’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	-9,084	Closed	-$253K	–	1005
2024 Q3	$253K	Sell	9,084 -42,330	-82%	-$1.49M	0.01%	363
2024 Q2	$2.06M	Buy	51,414 +320	+0.6%	+$14.4K	0.1%	217
2024 Q1	$2.57M	Buy	51,094 +1,163	+2%	+$54.5K	0.13%	211
2023 Q4	$2.39M	Sell	49,931 -9,184	-16%	-$376K	0.13%	208
2023 Q3	$2.35M	Buy	59,115 +2,069	+4%	+$98.4K	0.14%	199
2023 Q2	$2.7M	Buy	57,046 +8,083	+17%	+$389K	0.16%	193
2023 Q1	$2.33M	Buy	48,963 +3,204	+7%	+$147K	0.15%	200
2022 Q4	$1.95M	Sell	45,759 -7,410	-14%	-$328K	0.13%	207
2022 Q3	$1.95M	Buy	53,169 +2,084	+4%	+$87.7K	0.15%	204
2022 Q2	$2.09M	Buy	51,085 +11,993	+31%	+$501K	0.16%	202
2022 Q1	$1.73M	Buy	+39,092	New	+$1.85M	0.11%	216

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GHP Investment Advisors's HI Position: Q4 2024 in Review

GHP Investment Advisors sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 9,084 shares — an estimated $253K sold.

GHP Investment Advisors first reported a position in HI in Q1 2022 and held it in 11 quarters. The position peaked at $2.7M in Q2 2023. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

GHP Investment Advisors reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
GHP Investment Advisors sold 9,084 Hillenbrand shares in Q4 2024, an estimated $253K.
GHP Investment Advisors first reported a position in Hillenbrand in Q1 2022 and held it in 11 quarters.
GHP Investment Advisors's Hillenbrand position peaked at $2.7M in Q2 2023.
285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.