Glassman Wealth Services’s Hillenbrand HI Stock Holding History

Glassman Wealth Services’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	-12	Closed	-$574	–	892
2023 Q4	$574	Hold	12	–	–	﹤0.01%	1691
2023 Q3	$508	Hold	12	–	–	﹤0.01%	1733
2023 Q2	$615	Hold	12	–	–	﹤0.01%	1589
2023 Q1	$570	Hold	12	–	–	﹤0.01%	1593
2022 Q4	$512	Hold	12	–	–	﹤0.01%	1623
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1796
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1806
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1410
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	1390
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1366
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1305
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1263
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1423
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1395
2020 Q2	$0	Buy	+12	New	+$272	﹤0.01%	1354
2020 Q1	–	Sell	-17	Closed	-$1K	–	1306
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	936
2019 Q3	$1K	Buy	+17	New	+$539	﹤0.01%	846

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 San Antonio, Texas $156B AUM 27.51% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Glassman Wealth Services's HI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 12 shares — an estimated $574 sold.

Glassman Wealth Services first reported a position in HI in Q3 2019 and held it in 17 quarters. The position peaked at $1K in Q1 2022. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

Glassman Wealth Services reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 12 Hillenbrand shares in Q1 2024, an estimated $574.
Glassman Wealth Services first reported a position in Hillenbrand in Q3 2019 and held it in 17 quarters.
Glassman Wealth Services's Hillenbrand position peaked at $1K in Q1 2022.
282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.