JCM
HI

Jacobi Capital Management’s Hillenbrand HI Stock Holding History

Jacobi Capital 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
Q2 		– Sell
-251
Closed -$12K – 1404
2021
Q1 		$12K Buy
+251
New +$11.5K ﹤0.01% 923

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

Jacobi Capital Management's HI Position: Q2 2021 in Review

Jacobi Capital Management sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 251 shares — an estimated $12K sold.

Jacobi Capital Management first reported a position in HI in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Jacobi Capital Management reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 251 Hillenbrand shares in Q2 2021, an estimated $12K.
  • Jacobi Capital Management first reported a position in Hillenbrand in Q1 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Hillenbrand position peaked at $12K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Jacobi Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.