KCM
HI

Kennedy Capital Management’s Hillenbrand HI Stock Holding History

Kennedy Capital 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
2023
Q1 		– Sell
-9,043
Closed -$386K – 628
2022
Q4 		$386K Sell
9,043
-4,236
-32% -$188K 0.01% 571
2022
Q3 		$488K Sell
13,279
-9,989
-43% -$420K 0.01% 551
2022
Q2 		$953K Buy
23,268
+133
+0.6% +$5.55K 0.03% 483
2022
Q1 		$1.02M Buy
23,135
+5,022
+28% +$237K 0.02% 502
2021
Q4 		$942K Sell
18,113
-1,200
-6% -$57.3K 0.02% 522
2021
Q3 		$824K Buy
19,313
+7,481
+63% +$328K 0.02% 540
2021
Q2 		$522K Sell
11,832
-15,400
-57% -$718K 0.01% 576
2021
Q1 		$1.3M Sell
27,232
-13,566
-33% -$623K 0.03% 535
2020
Q4 		$1.62M Buy
40,798
+5,117
+14% +$177K 0.04% 525
2020
Q3 		$1.01M Sell
35,681
-60,520
-63% -$1.79M 0.03% 550
2020
Q2 		$2.6M Buy
96,201
+34,521
+56% +$784K 0.08% 454
2020
Q1 		$1.18M Buy
+61,680
New +$1.6M 0.04% 538

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kennedy Capital Management's HI Position: Q1 2023 in Review

Kennedy Capital Management sold out of Hillenbrand (HI) in Q1 2023, closing a stake of 9,043 shares — an estimated $386K sold.

Kennedy Capital Management first reported a position in HI in Q1 2020 and held it in 12 quarters. The position peaked at $2.6M in Q2 2020. 278 funds tracked by Wall St. Rank hold HI as of Q1 2023.

  • Kennedy Capital Management reported no remaining Hillenbrand position as of Q1 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 9,043 Hillenbrand shares in Q1 2023, an estimated $386K.
  • Kennedy Capital Management first reported a position in Hillenbrand in Q1 2020 and held it in 12 quarters.
  • Kennedy Capital Management's Hillenbrand position peaked at $2.6M in Q2 2020.
  • 278 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2023.

Based on Kennedy Capital Management's 13F filing for Q1 2023, filed 15 May 2023.