MCC
HI

Money Concepts Capital’s Hillenbrand HI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-342
Closed -$14.6K – 1547
2022
Q4 		$14.6K Buy
+342
New +$15.1K ﹤0.01% 1832
2022
Q2 		– Sell
-150
Closed -$7K – 1956
2022
Q1 		$7K Buy
+150
New +$7.09K ﹤0.01% 2074

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 $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's HI Position: Q1 2023 in Review

Money Concepts Capital sold out of Hillenbrand (HI) in Q1 2023, closing a stake of 342 shares — an estimated $14.6K sold.

Money Concepts Capital first reported a position in HI in Q1 2022 and held it in 2 quarters. The position peaked at $14.6K in Q4 2022. 278 funds tracked by Wall St. Rank hold HI as of Q1 2023.

  • Money Concepts Capital reported no remaining Hillenbrand position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 342 Hillenbrand shares in Q1 2023, an estimated $14.6K.
  • Money Concepts Capital first reported a position in Hillenbrand in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Hillenbrand position peaked at $14.6K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.