JIM
HI

Jupiter Investment Management’s Hillenbrand HI Stock Holding History

Jupiter Investment 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
2019
Q3 		– Sell
-19,561
Closed -$774K – 456
2019
Q2 		$774K Buy
19,561
+10,949
+127% +$440K 0.01% 263
2019
Q1 		$357K Buy
+8,612
New +$364K ﹤0.01% 307

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jupiter Investment Management's HI Position: Q3 2019 in Review

Jupiter Investment Management sold out of Hillenbrand (HI) in Q3 2019, closing a stake of 19,561 shares — an estimated $774K sold.

Jupiter Investment Management first reported a position in HI in Q1 2019 and held it in 2 quarters. The position peaked at $774K in Q2 2019. 266 funds tracked by Wall St. Rank hold HI as of Q3 2019.

  • Jupiter Investment Management reported no remaining Hillenbrand position as of Q3 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 19,561 Hillenbrand shares in Q3 2019, an estimated $774K.
  • Jupiter Investment Management first reported a position in Hillenbrand in Q1 2019 and held it in 2 quarters.
  • Jupiter Investment Management's Hillenbrand position peaked at $774K in Q2 2019.
  • 266 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2019.

Based on Jupiter Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.