Measured Wealth Private Client Group’s Hillenbrand HI Stock Holding History

Measured Wealth Private Client 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
2022 Q3	–	Sell	-7,080	Closed	-$290K	–	163
2022 Q2	$290K	Buy	7,080 +630	+10%	+$26.3K	0.13%	123
2022 Q1	$285K	Buy	6,450 +428	+7%	+$20.2K	0.1%	121
2021 Q4	$313K	Sell	6,022 -1,510	-20%	-$72.1K	0.11%	112
2021 Q3	$321K	Sell	7,532 -1,295	-15%	-$56.9K	0.12%	113
2021 Q2	$389K	Buy	8,827 +1,203	+16%	+$56.1K	0.12%	107
2021 Q1	$364K	Sell	7,624 -2,198	-22%	-$101K	0.13%	97
2020 Q4	$391K	Buy	+9,822	New	+$339K	0.16%	73
2019 Q3	–	Sell	-6,985	Closed	-$276K	–	166
2019 Q2	$276K	Sell	6,985 -600	-8%	-$24.1K	0.16%	145
2019 Q1	$315K	Buy	+7,585	New	+$320K	0.19%	119
2018 Q4	–	Sell	-7,060	Closed	-$368K	–	360
2018 Q3	$368K	Buy	7,060 +160	+2%	+$8.13K	0.22%	80
2018 Q2	$325K	Buy	+6,900	New	+$324K	0.26%	85

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's HI Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Hillenbrand (HI) in Q3 2022, closing a stake of 7,080 shares — an estimated $290K sold.

Measured Wealth Private Client Group first reported a position in HI in Q2 2018 and held it in 11 quarters. The position peaked at $391K in Q4 2020. 277 funds tracked by Wall St. Rank hold HI as of Q3 2022.

Measured Wealth Private Client Group reported no remaining Hillenbrand position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 7,080 Hillenbrand shares in Q3 2022, an estimated $290K.
Measured Wealth Private Client Group first reported a position in Hillenbrand in Q2 2018 and held it in 11 quarters.
Measured Wealth Private Client Group's Hillenbrand position peaked at $391K in Q4 2020.
277 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.