Lazard Asset Management
HI

Lazard Asset Management’s Hillenbrand HI Stock Holding History

Lazard Asset 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
Q3 		– Sell
-59,017
Closed -$1.18M – 2036
2025
Q2 		$1.18M Sell
59,017
-117,200
-67% -$2.44M ﹤0.01% 1229
2025
Q1 		$4.25M Sell
176,217
-6,606
-4% -$201K 0.01% 729
2024
Q4 		$5.63M Sell
182,823
-20,649
-10% -$624K 0.01% 611
2024
Q3 		$5.66M Sell
203,472
-33,421
-14% -$1.17M 0.01% 603
2024
Q2 		$9.48M Buy
236,893
+171,560
+263% +$7.74M 0.01% 528
2024
Q1 		$3.29M Buy
+65,333
New +$3.06M ﹤0.01% 750
2023
Q4 		– Sell
-1,191
Closed -$50K – 2342
2023
Q3 		$50K Buy
+1,191
New +$56.6K ﹤0.01% 1854
2022
Q2 		– Sell
-2,020
Closed -$89K – 2456
2022
Q1 		$89K Buy
2,020
+99
+5% +$4.68K ﹤0.01% 1440
2021
Q4 		$99K Sell
1,921
-68,660
-97% -$3.28M ﹤0.01% 1440
2021
Q3 		$3.01M Buy
70,581
+68,979
+4,306% +$3.03M ﹤0.01% 857
2021
Q2 		$70K Buy
+1,602
New +$74.7K ﹤0.01% 1463
2021
Q1 		– Sell
-628
Closed -$24K – 1918
2020
Q4 		$24K Buy
+628
New +$21.7K ﹤0.01% 1663
2020
Q3 		– Sell
-1,249
Closed -$33K – 1659
2020
Q2 		$33K Sell
1,249
-214
-15% -$4.86K ﹤0.01% 1332
2020
Q1 		$27K Buy
+1,463
New +$38K ﹤0.01% 1375
2019
Q3 		– Sell
-19,964
Closed -$789K – 1509
2019
Q2 		$789K Buy
+19,964
New +$802K ﹤0.01% 887

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lazard Asset Management's HI Position: Q3 2025 in Review

Lazard Asset Management sold out of Hillenbrand (HI) in Q3 2025, closing a stake of 59,017 shares — an estimated $1.18M sold.

Lazard Asset Management first reported a position in HI in Q2 2019 and held it in 15 quarters. The position peaked at $9.48M in Q2 2024. 267 funds tracked by Wall St. Rank hold HI as of Q3 2025.

  • Lazard Asset Management reported no remaining Hillenbrand position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 59,017 Hillenbrand shares in Q3 2025, an estimated $1.18M.
  • Lazard Asset Management first reported a position in Hillenbrand in Q2 2019 and held it in 15 quarters.
  • Lazard Asset Management's Hillenbrand position peaked at $9.48M in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.