Loring Wolcott & Coolidge Fiduciary Advisors’s Hillenbrand HI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q1	–	Sell	-253	Closed	-$13K	–	671
2021 Q4	$13K	Sell	253 -38	-13%	-$1.81K	﹤0.01%	575
2021 Q3	$12K	Hold	291	–	–	﹤0.01%	571
2021 Q2	$13K	Buy	+291	New	+$13.6K	﹤0.01%	581
2021 Q1	–	Sell	-253	Closed	-$10K	–	478
2020 Q4	$10K	Buy	+253	New	+$8.73K	﹤0.01%	567
2017 Q3	–	Sell	-128	Closed	-$5K	–	830
2017 Q2	$5K	Buy	+128	New	+$4.67K	﹤0.01%	578

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

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

Loring Wolcott & Coolidge Fiduciary Advisors's HI Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Hillenbrand (HI) in Q1 2022, closing a stake of 253 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HI in Q2 2017 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 305 funds tracked by Wall St. Rank hold HI as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Hillenbrand position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 253 Hillenbrand shares in Q1 2022, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hillenbrand in Q2 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Hillenbrand position peaked at $13K in Q4 2021.
305 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.