GFPC
HI

Global Financial Private Client’s Hillenbrand HI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-7
Closed -$169 – 805
2025
Q1 		$169 Buy
7
+4
+133% +$122 ﹤0.01% 1552
2024
Q4 		$92 Buy
+3
New +$91 ﹤0.01% 1499

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Global Financial Private Client's HI Position: Q2 2025 in Review

Global Financial Private Client sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 7 shares — an estimated $169 sold.

Global Financial Private Client first reported a position in HI in Q4 2024 and held it in 2 quarters. The position peaked at $169 in Q1 2025. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Global Financial Private Client reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 Hillenbrand shares in Q2 2025, an estimated $169.
  • Global Financial Private Client first reported a position in Hillenbrand in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Hillenbrand position peaked at $169 in Q1 2025.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.