LI
HI

Leeward Investments’s Hillenbrand HI Stock Holding History

Leeward Investments’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
Q2 		– Sell
-10,586
Closed -$503K – 143
2023
Q1 		$503K Sell
10,586
-135,948
-93% -$6.24M 0.02% 141
2022
Q4 		$6.25M Sell
146,534
-4,639
-3% -$205K 0.28% 134
2022
Q3 		$5.55M Sell
151,173
-2,912
-2% -$123K 0.26% 134
2022
Q2 		$6.31M Sell
154,085
-4,521
-3% -$189K 0.29% 136
2022
Q1 		$7.01M Buy
+158,606
New +$7.5M 0.28% 135

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Leeward Investments's HI Position: Q2 2023 in Review

Leeward Investments sold out of Hillenbrand (HI) in Q2 2023, closing a stake of 10,586 shares — an estimated $503K sold.

Leeward Investments first reported a position in HI in Q1 2022 and held it in 5 quarters. The position peaked at $7.01M in Q1 2022. 276 funds tracked by Wall St. Rank hold HI as of Q2 2023.

  • Leeward Investments reported no remaining Hillenbrand position as of Q2 2023 after selling out during the quarter.
  • Leeward Investments sold 10,586 Hillenbrand shares in Q2 2023, an estimated $503K.
  • Leeward Investments first reported a position in Hillenbrand in Q1 2022 and held it in 5 quarters.
  • Leeward Investments's Hillenbrand position peaked at $7.01M in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2023.

Based on Leeward Investments's 13F filing for Q2 2023, filed 27 Jul 2023.