LIS
HI

Legacy Investment Solutions’s Hillenbrand HI Stock Holding History

Legacy Investment Solutions’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
Q4 		$4.7K Hold
150
– – ﹤0.01% 396
2024
Q3 		$4.53K Buy
+150
New +$5.27K ﹤0.01% 397

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Investment Solutions's HI Position: Q4 2024 in Review

Legacy Investment Solutions held its Hillenbrand (HI) position steady in Q4 2024 at 150 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Legacy Investment Solutions first reported a position in HI in Q3 2024 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • Legacy Investment Solutions held 150 shares of Hillenbrand worth $4.7K as of Q4 2024.
  • Legacy Investment Solutions left its Hillenbrand share count unchanged in Q4 2024.
  • Hillenbrand made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #396 holding.
  • Legacy Investment Solutions first reported a position in Hillenbrand in Q3 2024 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.