KB Financial Partners’s Hillenbrand HI Stock Holding History

KB Financial Partners’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
2023 Q3	$551K	Buy	13,029 +186	+1%	+$8.85K	0.16%	82
2023 Q2	$659K	Buy	12,843 +436	+4%	+$21K	0.18%	65
2023 Q1	$590K	Buy	12,407 +1,401	+13%	+$64.3K	0.17%	75
2022 Q4	$470K	Sell	11,006 -1,399	-11%	-$61.9K	0.16%	95
2022 Q3	$456K	Buy	12,405 +1,582	+15%	+$66.6K	0.16%	82
2022 Q2	$443K	Sell	10,823 -109	-1%	-$4.55K	0.15%	79
2022 Q1	$483K	Buy	10,932 +1,676	+18%	+$79.2K	0.13%	84
2021 Q4	$481K	Sell	9,256 -2,831	-23%	-$135K	0.14%	79
2021 Q3	$516K	Buy	12,087 +2,496	+26%	+$110K	0.19%	59
2021 Q2	$423K	Buy	9,591 +3,082	+47%	+$144K	0.16%	69
2021 Q1	$311K	Buy	+6,509	New	+$299K	0.13%	85

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's HI Position: Q3 2023 in Review

KB Financial Partners increased its Hillenbrand (HI) stake by 1.4% in Q3 2023, buying an estimated $8.85K and bringing the position to 13,029 shares worth $551K. The position accounts for 0.16% of the portfolio, ranked #82.

KB Financial Partners first reported a position in HI in Q1 2021 and has held it in 11 quarters since. The position peaked at $659K in Q2 2023. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

KB Financial Partners held 13,029 shares of Hillenbrand worth $551K as of Q3 2023.
KB Financial Partners bought 186 Hillenbrand shares in Q3 2023, an estimated $8.85K.
Hillenbrand made up 0.16% of KB Financial Partners's portfolio in Q3 2023, its #82 holding.
KB Financial Partners first reported a position in Hillenbrand in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Hillenbrand position peaked at $659K in Q2 2023.
267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.