JIR
HI

James Investment Research’s Hillenbrand HI Stock Holding History

James Investment Research’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
2026
Q1 		– Sell
-15,065
Closed -$478K – 372
2025
Q4 		$478K Hold
15,065
– – 0.05% 255
2025
Q3 		$407K Buy
15,065
+1,845
+14% +$43.3K 0.04% 268
2025
Q2 		$265K Hold
13,220
– – 0.03% 284
2025
Q1 		$319K Hold
13,220
– – 0.04% 254
2024
Q4 		$407K Sell
13,220
-2
-0% -$60 0.05% 236
2024
Q3 		$368K Hold
13,222
– – 0.04% 253
2024
Q2 		$529K Sell
13,222
-3
-0% -$135 0.06% 208
2024
Q1 		$665K Buy
13,225
+1
+0% +$47 0.08% 183
2023
Q4 		$633K Hold
13,224
– – 0.08% 182
2023
Q3 		$560K Hold
13,224
– – 0.07% 183
2023
Q2 		$678K Sell
13,224
-5,363
-29% -$258K 0.09% 161
2023
Q1 		$883K Hold
18,587
– – 0.12% 139
2022
Q4 		$793K Hold
18,587
– – 0.11% 140
2022
Q3 		$683K Sell
18,587
-500
-3% -$21K 0.1% 153
2022
Q2 		$782K Sell
19,087
-448
-2% -$18.7K 0.1% 142
2022
Q1 		$863K Buy
19,535
+47
+0.2% +$2.22K 0.09% 158
2021
Q4 		$1.01M Hold
19,488
– – 0.09% 159
2021
Q3 		$831K Sell
19,488
-2,799
-13% -$123K 0.08% 164
2021
Q2 		$982K Sell
22,287
-3,861
-15% -$180K 0.08% 154
2021
Q1 		$1.25M Buy
26,148
+1,950
+8% +$89.5K 0.11% 146
2020
Q4 		$963K Hold
24,198
– – 0.09% 158
2020
Q3 		$686K Hold
24,198
– – 0.06% 181
2020
Q2 		$655K Hold
24,198
– – 0.06% 177
2020
Q1 		$462K Buy
24,198
+11,000
+83% +$286K 0.05% 187
2019
Q4 		$440K Buy
+13,198
New +$417K 0.03% 237

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

James Investment Research's HI Position: Q1 2026 in Review

James Investment Research sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 15,065 shares — an estimated $478K sold.

James Investment Research first reported a position in HI in Q4 2019 and held it in 25 quarters. The position peaked at $1.25M in Q1 2021. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • James Investment Research reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • James Investment Research sold 15,065 Hillenbrand shares in Q1 2026, an estimated $478K.
  • James Investment Research first reported a position in Hillenbrand in Q4 2019 and held it in 25 quarters.
  • James Investment Research's Hillenbrand position peaked at $1.25M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on James Investment Research's 13F filing for Q1 2026, filed 24 Apr 2026.