HGWM
HI

Harvest Group Wealth Management’s Hillenbrand HI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-24
Closed -$1K – 312
2020
Q4 		$1K Hold
24
– – ﹤0.01% 475
2020
Q3 		$1K Hold
24
– – ﹤0.01% 458
2020
Q2 		$0 Buy
+24
New +$545 ﹤0.01% 627
2019
Q3 		– Sell
-76
Closed -$3K – 1064
2019
Q2 		$3K Hold
76
– – ﹤0.01% 450
2019
Q1 		$3K Buy
+76
New +$3.21K ﹤0.01% 497

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's HI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Hillenbrand (HI) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in HI in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 277 funds tracked by Wall St. Rank hold HI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Hillenbrand position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 24 Hillenbrand shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Hillenbrand in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Hillenbrand position peaked at $3K in Q2 2019.
  • 277 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.