KIM
HI

Kestra Investment Management’s Hillenbrand HI Stock Holding History

Kestra 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
2025
Q1 		– Sell
-500
Closed -$15.4K – 1131
2024
Q4 		$15.4K Buy
+500
New +$15.1K ﹤0.01% 767

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
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 $36.7B AUM 74.15% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Investment Management's HI Position: Q1 2025 in Review

Kestra Investment Management sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 500 shares — an estimated $15.4K sold.

Kestra Investment Management first reported a position in HI in Q4 2024 and held it in 1 quarter. The position peaked at $15.4K in Q4 2024. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Kestra Investment Management reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 500 Hillenbrand shares in Q1 2025, an estimated $15.4K.
  • Kestra Investment Management first reported a position in Hillenbrand in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Hillenbrand position peaked at $15.4K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.