MFG
HI

Mendota Financial Group’s Hillenbrand HI Stock Holding History

Mendota 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
2024
Q4 		– Sell
-8
Closed -$223 – 726
2024
Q3 		$223 Buy
+8
New +$281 ﹤0.01% 594
2023
Q2 		– Sell
-1,400
Closed -$61.8K – 338
2023
Q1 		$61.8K Hold
1,400
– – 0.06% 130
2022
Q4 		$59.7K Buy
+1,400
New +$62K 0.08% 124

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mendota Financial Group's HI Position: Q4 2024 in Review

Mendota Financial Group sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 8 shares — an estimated $223 sold.

Mendota Financial Group first reported a position in HI in Q4 2022 and held it in 3 quarters. The position peaked at $61.8K in Q1 2023. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • Mendota Financial Group reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 8 Hillenbrand shares in Q4 2024, an estimated $223.
  • Mendota Financial Group first reported a position in Hillenbrand in Q4 2022 and held it in 3 quarters.
  • Mendota Financial Group's Hillenbrand position peaked at $61.8K in Q1 2023.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.