MPAM
HI

Monarch Partners Asset Management’s Hillenbrand HI Stock Holding History

Monarch Partners Asset Management’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
2021
Q2 		– Sell
-131,923
Closed -$6.29M – 162
2021
Q1 		$6.29M Sell
131,923
-40,085
-23% -$1.84M 0.95% 45
2020
Q4 		$6.85M Buy
172,008
+8,528
+5% +$294K 1.2% 26
2020
Q3 		$4.64M Buy
163,480
+894
+0.5% +$26.4K 1.04% 33
2020
Q2 		$4.4M Sell
162,586
-139,611
-46% -$3.17M 1.07% 41
2020
Q1 		$5.78M Buy
302,197
+65,955
+28% +$1.71M 2.03% 8
2019
Q4 		$7.87M Sell
236,242
-152,858
-39% -$4.83M 1.75% 3
2019
Q3 		$12M Buy
+389,100
New +$12.3M 1.81% 7

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Monarch Partners Asset Management's HI Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 131,923 shares — an estimated $6.29M sold.

Monarch Partners Asset Management first reported a position in HI in Q3 2019 and held it in 7 quarters. The position peaked at $12M in Q3 2019. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Monarch Partners Asset Management reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 131,923 Hillenbrand shares in Q2 2021, an estimated $6.29M.
  • Monarch Partners Asset Management first reported a position in Hillenbrand in Q3 2019 and held it in 7 quarters.
  • Monarch Partners Asset Management's Hillenbrand position peaked at $12M in Q3 2019.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.