MGIA
HI

Moneta Group Investment Advisors’s Hillenbrand HI Stock Holding History

Moneta Group Investment 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
2020
Q2 		– Sell
-11,774
Closed -$225K – 256
2020
Q1 		$225K Buy
11,774
+6
+0.1% +$156 0.02% 214
2019
Q4 		$392K Buy
+11,768
New +$372K 0.03% 186

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Moneta Group Investment Advisors's HI Position: Q2 2020 in Review

Moneta Group Investment Advisors sold out of Hillenbrand (HI) in Q2 2020, closing a stake of 11,774 shares — an estimated $225K sold.

Moneta Group Investment Advisors first reported a position in HI in Q4 2019 and held it in 2 quarters. The position peaked at $392K in Q4 2019. 217 funds tracked by Wall St. Rank hold HI as of Q2 2020.

  • Moneta Group Investment Advisors reported no remaining Hillenbrand position as of Q2 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 11,774 Hillenbrand shares in Q2 2020, an estimated $225K.
  • Moneta Group Investment Advisors first reported a position in Hillenbrand in Q4 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Hillenbrand position peaked at $392K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.