Midwest Trust’s Hillenbrand HI Stock Holding History

Midwest Trust’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
2025 Q4	–	Sell	-340,651	Closed	-$9.21M	–	596
2025 Q3	$9.21M	Sell	340,651 -386	-0.1%	-$9.06K	0.12%	154
2025 Q2	$6.84M	Buy	+341,037	New	+$7.09M	0.09%	175

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Midwest Trust's HI Position: Q4 2025 in Review

Midwest Trust sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 340,651 shares — an estimated $9.21M sold.

Midwest Trust first reported a position in HI in Q2 2025 and held it in 2 quarters. The position peaked at $9.21M in Q3 2025. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

Midwest Trust reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
Midwest Trust sold 340,651 Hillenbrand shares in Q4 2025, an estimated $9.21M.
Midwest Trust first reported a position in Hillenbrand in Q2 2025 and held it in 2 quarters.
Midwest Trust's Hillenbrand position peaked at $9.21M in Q3 2025.
293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Midwest Trust's 13F filing for Q4 2025, filed 4 Feb 2026.