Mercer Global Advisors
HI

Mercer Global Advisors’s Hillenbrand HI Stock Holding History

Mercer Global Advisors’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
Q3 		– Sell
-5,394
Closed -$216K – 1995
2024
Q2 		$216K Buy
5,394
+1,096
+26% +$49.4K ﹤0.01% 1761
2024
Q1 		$216K Sell
4,298
-670
-13% -$31.4K ﹤0.01% 1739
2023
Q4 		$238K Buy
+4,968
New +$204K ﹤0.01% 1743

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mercer Global Advisors's HI Position: Q3 2024 in Review

Mercer Global Advisors sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 5,394 shares — an estimated $216K sold.

Mercer Global Advisors first reported a position in HI in Q4 2023 and held it in 3 quarters. The position peaked at $238K in Q4 2023. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Mercer Global Advisors reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 5,394 Hillenbrand shares in Q3 2024, an estimated $216K.
  • Mercer Global Advisors first reported a position in Hillenbrand in Q4 2023 and held it in 3 quarters.
  • Mercer Global Advisors's Hillenbrand position peaked at $238K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.