HHM Wealth Advisors’s Hillenbrand HI Stock Holding History

HHM Wealth Advisors’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
2023 Q4	–	Sell	-66	Closed	-$2.79K	–	777
2023 Q3	$2.79K	Buy	+66	New	+$3.14K	﹤0.01%	695

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's HI Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 66 shares — an estimated $2.79K sold.

HHM Wealth Advisors first reported a position in HI in Q3 2023 and held it in 1 quarter. The position peaked at $2.79K in Q3 2023. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

HHM Wealth Advisors reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 66 Hillenbrand shares in Q4 2023, an estimated $2.79K.
HHM Wealth Advisors first reported a position in Hillenbrand in Q3 2023 and held it in 1 quarter.
HHM Wealth Advisors's Hillenbrand position peaked at $2.79K in Q3 2023.
279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.