LTFS
HI

Ladenburg Thalmann Financial Services’s Hillenbrand HI Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$29K Buy
883
+46
+5% +$1.45K ﹤0.01% 3908
2019
Q3 		$26K Buy
837
+48
+6% +$1.52K ﹤0.01% 3869
2019
Q2 		$31K Buy
789
+1
+0.1% +$40 ﹤0.01% 3785
2019
Q1 		$32K Buy
788
+179
+29% +$7.56K ﹤0.01% 3708
2018
Q4 		$24K Sell
609
-98
-14% -$4.48K ﹤0.01% 3753
2018
Q3 		$38K Buy
707
+419
+145% +$21.3K ﹤0.01% 3503
2018
Q2 		$13K Hold
288
– – ﹤0.01% 4092
2018
Q1 		$13K Hold
288
– – ﹤0.01% 4092
2017
Q4 		$13K Sell
288
-39
-12% -$1.63K ﹤0.01% 4039
2017
Q3 		$13K Buy
327
+2
+0.6% +$73 ﹤0.01% 3931
2017
Q2 		$12K Sell
325
-50
-13% -$1.82K ﹤0.01% 3894
2017
Q1 		$13K Hold
375
– – ﹤0.01% 3820
2016
Q4 		$14K Buy
375
+36
+11% +$1.22K ﹤0.01% 3693
2016
Q3 		$10K Hold
339
– – ﹤0.01% 3812
2016
Q2 		$10K Buy
339
+200
+144% +$6.06K ﹤0.01% 3772
2016
Q1 		$4K Sell
139
-411
-75% -$11.3K ﹤0.01% 4152
2015
Q4 		$16K Buy
550
+3
+0.5% +$88 ﹤0.01% 3375
2015
Q3 		$14K Buy
547
+3
+0.6% +$83 ﹤0.01% 3325
2015
Q2 		$17K Sell
544
-493
-48% -$15.2K ﹤0.01% 3338
2015
Q1 		$32K Buy
1,037
+503
+94% +$15.8K ﹤0.01% 2886
2014
Q4 		$18K Buy
534
+34
+7% +$1.11K ﹤0.01% 3053
2014
Q3 		$15K Hold
500
– – ﹤0.01% 2845
2014
Q2 		$16K Sell
500
-913
-65% -$28.2K ﹤0.01% 2811
2014
Q1 		$46K Buy
1,413
+400
+39% +$11.8K ﹤0.01% 2034
2013
Q4 		$30K Sell
1,013
-2
-0.2% -$57 ﹤0.01% 2265
2013
Q3 		$28K Hold
1,015
– – ﹤0.01% 2227
2013
Q2 		$24K Buy
+1,015
New +$24.6K ﹤0.01% 2214

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Hillenbrand (HI) stake by 5.5% in Q4 2019, buying an estimated $1.45K and bringing the position to 883 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Ladenburg Thalmann Financial Services first reported a position in HI in Q2 2013 and has held it in 27 quarters since. The position peaked at $46K in Q1 2014. 275 funds tracked by Wall St. Rank hold HI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 883 shares of Hillenbrand worth $29K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 46 Hillenbrand shares in Q4 2019, an estimated $1.45K.
  • Hillenbrand made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3908 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Hillenbrand in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Hillenbrand position peaked at $46K in Q1 2014.
  • 275 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.