HS
HI

Horan Securities’s Hillenbrand HI Stock Holding History

Horan Securities’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
2025
Q2 		$414K Hold
20,627
– – 0.15% 86
2025
Q1 		$498K Hold
20,627
– – 0.19% 59
2024
Q4 		$635K Hold
20,627
– – 0.24% 47
2024
Q3 		$573K Hold
20,627
– – 0.22% 51
2024
Q2 		$825K Sell
20,627
-803
-4% -$36.2K 0.36% 32
2024
Q1 		$1.08M Hold
21,430
– – 0.51% 12
2023
Q4 		$1.03M Hold
21,430
– – 0.52% 12
2023
Q3 		$907K Hold
21,430
– – 0.48% 15
2023
Q2 		$1.1M Buy
+21,430
New +$1.03M 0.47% 22
2020
Q3 		– Sell
-298
Closed -$8K – 359
2020
Q2 		$8K Hold
298
– – 0.01% 198
2020
Q1 		$6K Buy
+298
New +$7.75K 0.01% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return