Mackenzie Financial
HI

Mackenzie Financial’s Hillenbrand HI Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-4,534
Closed -$228K – 1573
2024
Q1 		$228K Hold
4,534
– – ﹤0.01% 1287
2023
Q4 		$217K Buy
+4,534
New +$186K ﹤0.01% 1297
2023
Q3 		– Sell
-4,534
Closed -$235K – 1520
2023
Q2 		$235K Hold
4,534
– – ﹤0.01% 1273
2023
Q1 		$216K Buy
+4,534
New +$208K ﹤0.01% 1323
2022
Q3 		– Sell
-7,321
Closed -$300K – 1473
2022
Q2 		$300K Buy
7,321
+605
+9% +$25.3K ﹤0.01% 1095
2022
Q1 		$297K Buy
6,716
+2,435
+57% +$115K ﹤0.01% 1118
2021
Q4 		$223K Buy
+4,281
New +$204K ﹤0.01% 1288

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Mackenzie Financial's HI Position: Q2 2024 in Review

Mackenzie Financial sold out of Hillenbrand (HI) in Q2 2024, closing a stake of 4,534 shares — an estimated $228K sold.

Mackenzie Financial first reported a position in HI in Q4 2021 and held it in 7 quarters. The position peaked at $300K in Q2 2022. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

  • Mackenzie Financial reported no remaining Hillenbrand position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 4,534 Hillenbrand shares in Q2 2024, an estimated $228K.
  • Mackenzie Financial first reported a position in Hillenbrand in Q4 2021 and held it in 7 quarters.
  • Mackenzie Financial's Hillenbrand position peaked at $300K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.