IAA
HI

Independent Advisor Alliance’s Hillenbrand HI Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-18,106
Closed -$864K – 633
2021
Q1 		$864K Sell
18,106
-524
-3% -$24.1K 0.05% 279
2020
Q4 		$741K Sell
18,630
-26
-0.1% -$898 0.05% 270
2020
Q3 		$529K Buy
18,656
+1,104
+6% +$32.7K 0.04% 283
2020
Q2 		$475K Buy
+17,552
New +$398K 0.05% 278

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Independent Advisor Alliance's HI Position: Q2 2021 in Review

Independent Advisor Alliance sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 18,106 shares — an estimated $864K sold.

Independent Advisor Alliance first reported a position in HI in Q2 2020 and held it in 4 quarters. The position peaked at $864K in Q1 2021. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Independent Advisor Alliance reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,106 Hillenbrand shares in Q2 2021, an estimated $864K.
  • Independent Advisor Alliance first reported a position in Hillenbrand in Q2 2020 and held it in 4 quarters.
  • Independent Advisor Alliance's Hillenbrand position peaked at $864K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Independent Advisor Alliance's 13F filing for Q2 2021, filed 12 Aug 2021.