GoalVest Advisory’s Hillenbrand HI Stock Holding History

GoalVest Advisory’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	-771	Closed	-$36.9K	–	437
2023 Q4	$36.9K	Buy	+771	New	+$31.6K	0.02%	166

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

GoalVest Advisory's HI Position: Q1 2024 in Review

GoalVest Advisory sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 771 shares — an estimated $36.9K sold.

GoalVest Advisory first reported a position in HI in Q4 2023 and held it in 1 quarter. The position peaked at $36.9K in Q4 2023. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

GoalVest Advisory reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 771 Hillenbrand shares in Q1 2024, an estimated $36.9K.
GoalVest Advisory first reported a position in Hillenbrand in Q4 2023 and held it in 1 quarter.
GoalVest Advisory's Hillenbrand position peaked at $36.9K in Q4 2023.
282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.