Lindbrook Capital’s Hillenbrand HI Stock Holding History

Lindbrook Capital’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
2025 Q1	$7.92K	Sell	328 -402	-55%	-$12.2K	﹤0.01%	1752
2024 Q4	$22.5K	Buy	730 +489	+203%	+$14.8K	﹤0.01%	1217
2024 Q3	$6.7K	Buy	241 +25	+12%	+$879	﹤0.01%	1876
2024 Q2	$8.64K	Hold	216	–	–	﹤0.01%	1707
2024 Q1	$10.9K	Hold	216	–	–	﹤0.01%	1525
2023 Q4	$10.3K	Sell	216 -16	-7%	-$656	﹤0.01%	1534
2023 Q3	$9.82K	Hold	232	–	–	﹤0.01%	1428
2023 Q2	$11.9K	Hold	232	–	–	﹤0.01%	1362
2023 Q1	$11K	Hold	232	–	–	﹤0.01%	1390
2022 Q4	$9.9K	Sell	232 -7	-3%	-$310	﹤0.01%	1434
2022 Q3	$9K	Sell	239 -34	-12%	-$1.43K	﹤0.01%	1369
2022 Q2	$11K	Buy	273 +40	+17%	+$1.67K	﹤0.01%	1214
2022 Q1	$10K	Sell	233 -80	-26%	-$3.78K	﹤0.01%	1276
2021 Q4	$16K	Hold	313	–	–	﹤0.01%	1099
2021 Q3	$13K	Hold	313	–	–	﹤0.01%	899
2021 Q2	$14K	Sell	313 -12	-4%	-$560	﹤0.01%	912
2021 Q1	$16K	Buy	325 +12	+4%	+$551	﹤0.01%	836
2020 Q4	$12K	Hold	313	–	–	﹤0.01%	835
2020 Q3	$9K	Hold	313	–	–	﹤0.01%	868
2020 Q2	$8K	Sell	313 -270	-46%	-$6.13K	﹤0.01%	903
2020 Q1	$11K	Buy	+583	New	+$15.2K	﹤0.01%	725

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HI Position: Q1 2025 in Review

Lindbrook Capital reduced its Hillenbrand (HI) stake by 55% in Q1 2025, selling an estimated $12.2K and leaving 328 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Lindbrook Capital first reported a position in HI in Q1 2020 and has held it in 21 quarters since. The position peaked at $22.5K in Q4 2024. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

Lindbrook Capital held 328 shares of Hillenbrand worth $7.92K as of Q1 2025.
Lindbrook Capital sold 402 Hillenbrand shares in Q1 2025, an estimated $12.2K.
Hillenbrand made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1752 holding.
Lindbrook Capital first reported a position in Hillenbrand in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's Hillenbrand position peaked at $22.5K in Q4 2024.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.