LGWM
HRC

Litman Gregory Wealth Management’s HILL-ROM HOLDINGS, INC. HRC Stock Holding History

Litman Gregory Wealth Management’s Portfolio HRC Stock Details HRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-126
Closed -$13K – 269
2019
Q3 		$13K Sell
126
-126
-50% -$13.3K ﹤0.01% 132
2019
Q2 		$26K Buy
+252
New +$25.5K 0.01% 124

Other funds holding HRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Litman Gregory Wealth Management's HRC Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of HILL-ROM HOLDINGS, INC. (HRC) in Q4 2019, closing a stake of 126 shares — an estimated $13K sold.

Litman Gregory Wealth Management first reported a position in HRC in Q2 2019 and held it in 2 quarters. The position peaked at $26K in Q2 2019. 404 funds tracked by Wall St. Rank hold HRC as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining HILL-ROM HOLDINGS, INC. position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 126 HILL-ROM HOLDINGS, INC. shares in Q4 2019, an estimated $13K.
  • Litman Gregory Wealth Management first reported a position in HILL-ROM HOLDINGS, INC. in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's HILL-ROM HOLDINGS, INC. position peaked at $26K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held HILL-ROM HOLDINGS, INC. as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.