HIS
HI

Harvest Investment Services’s Hillenbrand HI Stock Holding History

Harvest Investment Services’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
2022
Q1 		– Sell
-4,916
Closed -$255K – 214
2021
Q4 		$255K Sell
4,916
-1,488
-23% -$71.1K 0.11% 217
2021
Q3 		$273K Buy
6,404
+369
+6% +$16.2K 0.11% 224
2021
Q2 		$266K Buy
6,035
+178
+3% +$8.3K 0.11% 235
2021
Q1 		$279K Buy
+5,857
New +$269K 0.13% 204

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
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

Harvest Investment Services's HI Position: Q1 2022 in Review

Harvest Investment Services sold out of Hillenbrand (HI) in Q1 2022, closing a stake of 4,916 shares — an estimated $255K sold.

Harvest Investment Services first reported a position in HI in Q1 2021 and held it in 4 quarters. The position peaked at $279K in Q1 2021. 305 funds tracked by Wall St. Rank hold HI as of Q1 2022.

  • Harvest Investment Services reported no remaining Hillenbrand position as of Q1 2022 after selling out during the quarter.
  • Harvest Investment Services sold 4,916 Hillenbrand shares in Q1 2022, an estimated $255K.
  • Harvest Investment Services first reported a position in Hillenbrand in Q1 2021 and held it in 4 quarters.
  • Harvest Investment Services's Hillenbrand position peaked at $279K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2022.

Based on Harvest Investment Services's 13F filing for Q1 2022, filed 3 May 2022.