JFG
HI

Jefferies Financial Group’s Hillenbrand HI Stock Holding History

Jefferies Financial Group’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
2025
Q1 		– Sell
-8,260
Closed -$254K – 1777
2024
Q4 		$254K Buy
+8,260
New +$250K ﹤0.01% 1309

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's HI Position: Q1 2025 in Review

Jefferies Financial Group sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 8,260 shares — an estimated $254K sold.

Jefferies Financial Group first reported a position in HI in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Jefferies Financial Group reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 8,260 Hillenbrand shares in Q1 2025, an estimated $254K.
  • Jefferies Financial Group first reported a position in Hillenbrand in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Hillenbrand position peaked at $254K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.