Legacy Financial Group (Iowa)
HI

Legacy Financial Group (Iowa)’s Hillenbrand HI Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-100
Closed -$4.23K – 224
2023
Q3 		$4.23K Buy
+100
New +$4.76K ﹤0.01% 403

Other funds holding HI

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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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s HI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 100 shares — an estimated $4.23K sold.

Legacy Financial Group (Iowa) first reported a position in HI in Q3 2023 and held it in 1 quarter. The position peaked at $4.23K in Q3 2023. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Hillenbrand shares in Q4 2023, an estimated $4.23K.
  • Legacy Financial Group (Iowa) first reported a position in Hillenbrand in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Hillenbrand position peaked at $4.23K in Q3 2023.
  • 279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.