LI
HI

LRI Investments’s Hillenbrand HI Stock Holding History

LRI Investments’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
2026
Q1 		– Sell
-2,103
Closed -$66.7K – 1455
2025
Q4 		$66.7K Sell
2,103
-502
-19% -$15.5K 0.01% 495
2025
Q3 		$70.4K Sell
2,605
-350
-12% -$8.21K 0.01% 486
2025
Q2 		$59.3K Buy
2,955
+122
+4% +$2.54K 0.01% 524
2025
Q1 		$68.4K Hold
2,833
– – 0.01% 489
2024
Q4 		$87.2K Hold
2,833
– – 0.01% 436
2024
Q3 		$95.5K Buy
2,833
+154
+6% +$5.41K 0.01% 413
2024
Q2 		$107K Buy
2,679
+349
+15% +$15.7K 0.01% 368
2024
Q1 		$117K Buy
+2,330
New +$109K 0.03% 185

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LRI Investments's HI Position: Q1 2026 in Review

LRI Investments sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 2,103 shares — an estimated $66.7K sold.

LRI Investments first reported a position in HI in Q1 2024 and held it in 8 quarters. The position peaked at $117K in Q1 2024. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • LRI Investments reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 2,103 Hillenbrand shares in Q1 2026, an estimated $66.7K.
  • LRI Investments first reported a position in Hillenbrand in Q1 2024 and held it in 8 quarters.
  • LRI Investments's Hillenbrand position peaked at $117K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.