JA
HI

JOYN Advisors’s Hillenbrand HI Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,338
Closed -$51K – 652
2018
Q4 		$51K Sell
1,338
-259
-16% -$11.8K 0.01% 333
2018
Q3 		$84K Sell
1,597
-41
-3% -$2.08K 0.02% 257
2018
Q2 		$77K Sell
1,638
-991
-38% -$46.5K 0.02% 286
2018
Q1 		$121K Buy
+2,629
New +$119K 0.03% 214

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's HI Position: Q1 2019 in Review

JOYN Advisors sold out of Hillenbrand (HI) in Q1 2019, closing a stake of 1,338 shares — an estimated $51K sold.

JOYN Advisors first reported a position in HI in Q1 2018 and held it in 4 quarters. The position peaked at $121K in Q1 2018. 263 funds tracked by Wall St. Rank hold HI as of Q1 2019.

  • JOYN Advisors reported no remaining Hillenbrand position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,338 Hillenbrand shares in Q1 2019, an estimated $51K.
  • JOYN Advisors first reported a position in Hillenbrand in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Hillenbrand position peaked at $121K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.