IGWM
HI

ICA Group Wealth Management’s Hillenbrand HI Stock Holding History

ICA Group Wealth 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
2024
Q2 		$2.16K Hold
54
– – ﹤0.01% 677
2024
Q1 		$2.72K Hold
54
– – ﹤0.01% 1138
2023
Q4 		$2.58K Buy
+54
New +$2.21K ﹤0.01% 1145

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.91B AUM 34.32% 1-Year Est. Return

ICA Group Wealth Management's HI Position: Q2 2024 in Review

ICA Group Wealth Management held its Hillenbrand (HI) position steady in Q2 2024 at 54 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

ICA Group Wealth Management first reported a position in HI in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.72K in Q1 2024. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

  • ICA Group Wealth Management held 54 shares of Hillenbrand worth $2.16K as of Q2 2024.
  • ICA Group Wealth Management left its Hillenbrand share count unchanged in Q2 2024.
  • Hillenbrand made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #677 holding.
  • ICA Group Wealth Management first reported a position in Hillenbrand in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Hillenbrand position peaked at $2.72K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.