MFA
HI

Millington Financial Advisors’s Hillenbrand HI Stock Holding History

Millington Financial 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
2023
Q4 		– Sell
-29,340
Closed -$1.24M – 79
2023
Q3 		$1.24M Buy
29,340
+1,018
+4% +$48.4K 1.11% 28
2023
Q2 		$1.45M Sell
28,322
-423
-1% -$20.4K 1.29% 24
2023
Q1 		$1.37M Sell
28,745
-903
-3% -$41.5K 1.26% 23
2022
Q4 		$1.27M Buy
+29,648
New +$1.31M 1.23% 23

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millington Financial Advisors's HI Position: Q4 2023 in Review

Millington Financial Advisors sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 29,340 shares — an estimated $1.24M sold.

Millington Financial Advisors first reported a position in HI in Q4 2022 and held it in 4 quarters. The position peaked at $1.45M in Q2 2023. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

  • Millington Financial Advisors reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
  • Millington Financial Advisors sold 29,340 Hillenbrand shares in Q4 2023, an estimated $1.24M.
  • Millington Financial Advisors first reported a position in Hillenbrand in Q4 2022 and held it in 4 quarters.
  • Millington Financial Advisors's Hillenbrand position peaked at $1.45M in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Millington Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.