MGWM
HRC

Marks Group Wealth Management’s HILL-ROM HOLDINGS, INC. HRC Stock Holding History

Marks Group 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
2021
Q1 		– Sell
-48,605
Closed -$4.76M – 276
2020
Q4 		$4.76M Buy
48,605
+214
+0.4% +$20K 0.74% 59
2020
Q3 		$4.04M Buy
48,391
+7,247
+18% +$709K 0.73% 65
2020
Q2 		$4.52M Buy
41,144
+4,363
+12% +$457K 0.92% 24
2020
Q1 		$3.71M Sell
36,781
-5,744
-14% -$595K 0.96% 24
2019
Q4 		$4.83M Buy
+42,525
New +$4.48M 0.95% 28

Other funds holding HRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marks Group Wealth Management's HRC Position: Q1 2021 in Review

Marks Group Wealth Management sold out of HILL-ROM HOLDINGS, INC. (HRC) in Q1 2021, closing a stake of 48,605 shares — an estimated $4.76M sold.

Marks Group Wealth Management first reported a position in HRC in Q4 2019 and held it in 5 quarters. The position peaked at $4.83M in Q4 2019. 372 funds tracked by Wall St. Rank hold HRC as of Q1 2021.

  • Marks Group Wealth Management reported no remaining HILL-ROM HOLDINGS, INC. position as of Q1 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 48,605 HILL-ROM HOLDINGS, INC. shares in Q1 2021, an estimated $4.76M.
  • Marks Group Wealth Management first reported a position in HILL-ROM HOLDINGS, INC. in Q4 2019 and held it in 5 quarters.
  • Marks Group Wealth Management's HILL-ROM HOLDINGS, INC. position peaked at $4.83M in Q4 2019.
  • 372 funds tracked by Wall St. Rank held HILL-ROM HOLDINGS, INC. as of Q1 2021.

Based on Marks Group Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.