LF
HI

Lee Financial’s Hillenbrand HI Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-107
Closed -$5.12K – 449
2023
Q4 		$5.12K Hold
107
– – ﹤0.01% 539
2023
Q3 		$4.53K Hold
107
– – ﹤0.01% 538
2023
Q2 		$5.49K Hold
107
– – ﹤0.01% 491
2023
Q1 		$5.09K Hold
107
– – ﹤0.01% 528
2022
Q4 		$4.57K Buy
+107
New +$4.74K ﹤0.01% 561
2022
Q3 		– Sell
-196
Closed -$8K – 893
2022
Q2 		$8K Buy
196
+64
+48% +$2.67K ﹤0.01% 486
2022
Q1 		$6K Sell
132
-52
-28% -$2.46K ﹤0.01% 497
2021
Q4 		$10K Buy
184
+60
+48% +$2.87K ﹤0.01% 499
2021
Q3 		$5K Buy
124
+76
+158% +$3.34K ﹤0.01% 487
2021
Q2 		$2K Buy
+48
New +$2.24K ﹤0.01% 577

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Lee Financial's HI Position: Q1 2024 in Review

Lee Financial sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 107 shares — an estimated $5.12K sold.

Lee Financial first reported a position in HI in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

  • Lee Financial reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 107 Hillenbrand shares in Q1 2024, an estimated $5.12K.
  • Lee Financial first reported a position in Hillenbrand in Q2 2021 and held it in 10 quarters.
  • Lee Financial's Hillenbrand position peaked at $10K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.