HIM
HI

Hillsdale Investment Management’s Hillenbrand HI Stock Holding History

Hillsdale Investment 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
Q3 		– Sell
-98,600
Closed -$4.35M – 597
2021
Q2 		$4.35M Sell
98,600
-5,500
-5% -$257K 0.35% 94
2021
Q1 		$4.97M Hold
104,100
– – 0.42% 73
2020
Q4 		$4.14M Buy
104,100
+77,200
+287% +$2.67M 0.39% 80
2020
Q3 		$763K Buy
+26,900
New +$796K 0.07% 249
2019
Q3 		– Sell
-19,400
Closed -$768K – 643
2019
Q2 		$768K Buy
+19,400
New +$779K 0.08% 249

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 $1.18B AUM 0.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hillsdale Investment Management's HI Position: Q3 2021 in Review

Hillsdale Investment Management sold out of Hillenbrand (HI) in Q3 2021, closing a stake of 98,600 shares — an estimated $4.35M sold.

Hillsdale Investment Management first reported a position in HI in Q2 2019 and held it in 5 quarters. The position peaked at $4.97M in Q1 2021. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

  • Hillsdale Investment Management reported no remaining Hillenbrand position as of Q3 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 98,600 Hillenbrand shares in Q3 2021, an estimated $4.35M.
  • Hillsdale Investment Management first reported a position in Hillenbrand in Q2 2019 and held it in 5 quarters.
  • Hillsdale Investment Management's Hillenbrand position peaked at $4.97M in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on Hillsdale Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.