Gradient Investments’s Hillenbrand HI Stock Holding History

Gradient Investments’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
2020 Q2	–	Sell	-24	Closed	–	–	1102
2020 Q1	$0	Hold	24	–	–	﹤0.01%	1142
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1015
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	1004
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	947
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	792
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	867
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	906
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	898
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	905
2017 Q4	$1K	Buy	+24	New	+$1K	﹤0.01%	901
2017 Q3	–	Sell	-24	Closed	-$1K	–	430
2017 Q2	$1K	Sell	24 -200	-89%	-$7.29K	﹤0.01%	732
2017 Q1	$8K	Buy	224 +200	+833%	+$7.38K	﹤0.01%	544
2016 Q4	$1K	Hold	24	–	–	﹤0.01%	672
2016 Q3	$1K	Hold	24	–	–	﹤0.01%	650
2016 Q2	$1K	Hold	24	–	–	﹤0.01%	652
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	663
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	626
2015 Q3	$1K	Hold	24	–	–	﹤0.01%	540
2015 Q2	$1K	Hold	24	–	–	﹤0.01%	571
2015 Q1	$1K	Hold	24	–	–	﹤0.01%	584
2014 Q4	$1K	Hold	24	–	–	﹤0.01%	523
2014 Q3	$1K	Hold	24	–	–	﹤0.01%	445
2014 Q2	$1K	Sell	24 -786	-97%	-$24.3K	﹤0.01%	464
2014 Q1	$26K	Hold	810	–	–	0.01%	252
2013 Q4	$24K	Sell	810 -57,514	-99%	-$1.64M	0.01%	283
2013 Q3	$1.6M	Buy	58,324 +10,803	+23%	+$273K	0.5%	36
2013 Q2	$1.13M	Buy	+47,521	New	+$1.15M	0.42%	70

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gradient Investments's HI Position: Q2 2020 in Review

Gradient Investments sold out of Hillenbrand (HI) in Q2 2020, closing a stake of 24 shares.

Gradient Investments first reported a position in HI in Q2 2013 and held it in 27 quarters. The position peaked at $1.6M in Q3 2013. 217 funds tracked by Wall St. Rank hold HI as of Q2 2020.

Gradient Investments reported no remaining Hillenbrand position as of Q2 2020 after selling out during the quarter.
Gradient Investments sold 24 Hillenbrand shares in Q2 2020.
Gradient Investments first reported a position in Hillenbrand in Q2 2013 and held it in 27 quarters.
Gradient Investments's Hillenbrand position peaked at $1.6M in Q3 2013.
217 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.