Magnus Financial Group’s Hillenbrand HI Stock Holding History

Magnus Financial Group’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
2019 Q3	–	Sell	-5,788	Closed	-$229K	–	562
2019 Q2	$229K	Buy	5,788 +629	+12%	+$25.3K	0.04%	385
2019 Q1	$214K	Buy	+5,159	New	+$218K	0.04%	404

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Magnus Financial Group's HI Position: Q3 2019 in Review

Magnus Financial Group sold out of Hillenbrand (HI) in Q3 2019, closing a stake of 5,788 shares — an estimated $229K sold.

Magnus Financial Group first reported a position in HI in Q1 2019 and held it in 2 quarters. The position peaked at $229K in Q2 2019. 266 funds tracked by Wall St. Rank hold HI as of Q3 2019.

Magnus Financial Group reported no remaining Hillenbrand position as of Q3 2019 after selling out during the quarter.
Magnus Financial Group sold 5,788 Hillenbrand shares in Q3 2019, an estimated $229K.
Magnus Financial Group first reported a position in Hillenbrand in Q1 2019 and held it in 2 quarters.
Magnus Financial Group's Hillenbrand position peaked at $229K in Q2 2019.
266 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2019.

Based on Magnus Financial Group's 13F filing for Q3 2019, filed 8 Nov 2019.