HighTower Advisors’s Hillenbrand HI Stock Holding History

HighTower 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 Q3	–	Sell	-4,420	Closed	-$227K	–	3649
2023 Q2	$227K	Buy	+4,420	New	+$213K	﹤0.01%	2766
2016 Q2	–	Sell	-16,066	Closed	-$476K	–	1881
2016 Q1	$476K	Buy	+16,066	New	+$443K	﹤0.01%	1394
2015 Q4	–	Sell	-8,086	Closed	-$210K	–	2086
2015 Q3	$210K	Buy	8,086 +1,518	+23%	+$42K	﹤0.01%	1625
2015 Q2	$205K	Buy	+6,568	New	+$203K	﹤0.01%	1348

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCM

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

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

HighTower Advisors's HI Position: Q3 2023 in Review

HighTower Advisors sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 4,420 shares — an estimated $227K sold.

HighTower Advisors first reported a position in HI in Q2 2015 and held it in 4 quarters. The position peaked at $476K in Q1 2016. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

HighTower Advisors reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 4,420 Hillenbrand shares in Q3 2023, an estimated $227K.
HighTower Advisors first reported a position in Hillenbrand in Q2 2015 and held it in 4 quarters.
HighTower Advisors's Hillenbrand position peaked at $476K in Q1 2016.
267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.