Lido Advisors
HI

Lido Advisors’s Hillenbrand HI Stock Holding History

Lido Advisors’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
Q3 		– Sell
-5,751
Closed -$230K – 1507
2024
Q2 		$230K Sell
5,751
-418
-7% -$18.9K ﹤0.01% 1234
2024
Q1 		$310K Buy
6,169
+616
+11% +$28.9K ﹤0.01% 1083
2023
Q4 		$266K Buy
5,553
+705
+15% +$28.9K ﹤0.01% 1091
2023
Q3 		$205K Buy
+4,848
New +$231K ﹤0.01% 1071
2022
Q3 		– Sell
-7,782
Closed -$318K – 986
2022
Q2 		$318K Buy
+7,782
New +$325K ﹤0.01% 715

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors's HI Position: Q3 2024 in Review

Lido Advisors sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 5,751 shares — an estimated $230K sold.

Lido Advisors first reported a position in HI in Q2 2022 and held it in 5 quarters. The position peaked at $318K in Q2 2022. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Lido Advisors reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 5,751 Hillenbrand shares in Q3 2024, an estimated $230K.
  • Lido Advisors first reported a position in Hillenbrand in Q2 2022 and held it in 5 quarters.
  • Lido Advisors's Hillenbrand position peaked at $318K in Q2 2022.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.