IFS
HI

Ifrah Financial Services’s Hillenbrand HI Stock Holding History

Ifrah Financial Services’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
Q3 		– Sell
-11,585
Closed -$464K – 217
2024
Q2 		$464K Sell
11,585
-725
-6% -$32.7K 0.13% 114
2024
Q1 		$619K Buy
12,310
+3,829
+45% +$180K 0.17% 95
2023
Q4 		$406K Sell
8,481
-187
-2% -$7.66K 0.12% 134
2023
Q3 		$367K Sell
8,668
-22
-0.3% -$1.05K 0.11% 136
2023
Q2 		$446K Sell
8,690
-46
-0.5% -$2.21K 0.14% 122
2023
Q1 		$415K Sell
8,736
-236
-3% -$10.8K 0.13% 126
2022
Q4 		$383K Sell
8,972
-156
-2% -$6.91K 0.13% 132
2022
Q3 		$335K Sell
9,128
-91
-1% -$3.83K 0.12% 136
2022
Q2 		$378K Sell
9,219
-170
-2% -$7.1K 0.12% 130
2022
Q1 		$415K Sell
9,389
-3
-0% -$142 0.12% 136
2021
Q4 		$488K Sell
9,392
-48
-0.5% -$2.29K 0.13% 127
2021
Q3 		$403K Buy
9,440
+56
+0.6% +$2.46K 0.12% 133
2021
Q2 		$414K Sell
9,384
-376
-4% -$17.5K 0.12% 137
2021
Q1 		$466K Sell
9,760
-588
-6% -$27K 0.14% 127
2020
Q4 		$412K Sell
10,348
-237
-2% -$8.18K 0.13% 130
2020
Q3 		$300K Sell
10,585
-100
-0.9% -$2.96K 0.11% 139
2020
Q2 		$289K Buy
10,685
+145
+1% +$3.29K 0.11% 144
2020
Q1 		$201K Buy
10,540
+128
+1% +$3.33K 0.08% 160
2019
Q4 		$347K Sell
10,412
-40
-0.4% -$1.26K 0.12% 134
2019
Q3 		$323K Sell
10,452
-93
-0.9% -$2.95K 0.12% 129
2019
Q2 		$417K Sell
10,545
-64
-0.6% -$2.57K 0.15% 113
2019
Q1 		$441K Sell
10,609
-27
-0.3% -$1.14K 0.17% 107
2018
Q4 		$403K Sell
10,636
-6,314
-37% -$288K 0.17% 105
2018
Q3 		$886K Sell
16,950
-26
-0.2% -$1.32K 0.31% 66
2018
Q2 		$800K Buy
16,976
+12,077
+247% +$566K 0.29% 70
2018
Q1 		$225K Sell
4,899
-30
-0.6% -$1.35K 0.08% 176
2017
Q4 		$220K Buy
+4,929
New +$206K 0.08% 183

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ifrah Financial Services's HI Position: Q3 2024 in Review

Ifrah Financial Services sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 11,585 shares — an estimated $464K sold.

Ifrah Financial Services first reported a position in HI in Q4 2017 and held it in 27 quarters. The position peaked at $886K in Q3 2018. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Ifrah Financial Services reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Ifrah Financial Services sold 11,585 Hillenbrand shares in Q3 2024, an estimated $464K.
  • Ifrah Financial Services first reported a position in Hillenbrand in Q4 2017 and held it in 27 quarters.
  • Ifrah Financial Services's Hillenbrand position peaked at $886K in Q3 2018.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Ifrah Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.