GAM
HI

Gotham Asset Management’s Hillenbrand HI Stock Holding History

Gotham Asset Management’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
2026
Q1 		– Sell
-1,238,362
Closed -$39.3M – 1802
2025
Q4 		$39.3M Sell
1,238,362
-63,346
-5% -$1.95M 0.14% 128
2025
Q3 		$35.2M Buy
1,301,708
+590,977
+83% +$13.9M 0.15% 112
2025
Q2 		$14.3M Buy
710,731
+700,458
+6,818% +$14.6M 0.09% 344
2025
Q1 		$248K Sell
10,273
-1,433
-12% -$43.6K ﹤0.01% 1423
2024
Q4 		$360K Buy
+11,706
New +$354K ﹤0.01% 1218
2022
Q3 		– Sell
-12,242
Closed -$501K – 1209
2022
Q2 		$501K Sell
12,242
-1,837
-13% -$76.7K 0.02% 785
2022
Q1 		$622K Sell
14,079
-6,415
-31% -$303K 0.02% 727
2021
Q4 		$1.06M Sell
20,494
-16,349
-44% -$781K 0.03% 523
2021
Q3 		$1.57M Buy
36,843
+16,777
+84% +$737K 0.06% 366
2021
Q2 		$885K Buy
20,066
+11,614
+137% +$542K 0.04% 517
2021
Q1 		$403K Buy
+8,452
New +$388K 0.02% 739
2020
Q1 		– Sell
-45,922
Closed -$1.53M – 1127
2019
Q4 		$1.53M Sell
45,922
-4,958
-10% -$157K 0.03% 528
2019
Q3 		$1.57M Buy
50,880
+1,464
+3% +$46.4K 0.03% 497
2019
Q2 		$1.96M Sell
49,416
-79,068
-62% -$3.18M 0.03% 510
2019
Q1 		$5.34M Sell
128,484
-53,900
-30% -$2.28M 0.08% 329
2018
Q4 		$6.92M Sell
182,384
-244
-0.1% -$11.1K 0.11% 266
2018
Q3 		$9.55M Buy
182,628
+25,897
+17% +$1.32M 0.13% 228
2018
Q2 		$7.39M Sell
156,731
-121,030
-44% -$5.68M 0.11% 269
2018
Q1 		$12.7M Sell
277,761
-17,572
-6% -$792K 0.18% 181
2017
Q4 		$13.2M Buy
295,333
+86,619
+42% +$3.63M 0.19% 173
2017
Q3 		$8.11M Buy
208,714
+41,791
+25% +$1.52M 0.12% 270
2017
Q2 		$6.03M Buy
166,923
+129,065
+341% +$4.7M 0.08% 324
2017
Q1 		$1.36M Sell
37,858
-105,308
-74% -$3.88M 0.02% 614
2016
Q4 		$5.49M Buy
143,166
+24,181
+20% +$817K 0.07% 362
2016
Q3 		$3.77M Buy
118,985
+96,948
+440% +$3.07M 0.05% 407
2016
Q2 		$662K Buy
+22,037
New +$667K 0.01% 684
2016
Q1 		– Sell
-158,921
Closed -$4.71M – 1021
2015
Q4 		$4.71M Sell
158,921
-301,251
-65% -$8.85M 0.05% 428
2015
Q3 		$12M Sell
460,172
-37,318
-8% -$1.03M 0.12% 261
2015
Q2 		$15.3M Buy
497,490
+105,414
+27% +$3.26M 0.13% 250
2015
Q1 		$12.1M Sell
392,076
-155,172
-28% -$4.88M 0.09% 308
2014
Q4 		$18.9M Buy
547,248
+204,726
+60% +$6.67M 0.15% 224
2014
Q3 		$10.6M Sell
342,522
-109,141
-24% -$3.49M 0.11% 284
2014
Q2 		$14.7M Buy
451,663
+169,222
+60% +$5.22M 0.18% 183
2014
Q1 		$9.13M Buy
+282,441
New +$8.36M 0.14% 256
2013
Q3 		– Sell
-24,641
Closed -$584K – 909
2013
Q2 		$584K Buy
+24,641
New +$598K 0.03% 645

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gotham Asset Management's HI Position: Q1 2026 in Review

Gotham Asset Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 1,238,362 shares — an estimated $39.3M sold.

Gotham Asset Management first reported a position in HI in Q2 2013 and held it in 35 quarters. The position peaked at $39.3M in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Gotham Asset Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Gotham Asset Management sold 1,238,362 Hillenbrand shares in Q1 2026, an estimated $39.3M.
  • Gotham Asset Management first reported a position in Hillenbrand in Q2 2013 and held it in 35 quarters.
  • Gotham Asset Management's Hillenbrand position peaked at $39.3M in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.