MWM
HI

Moran Wealth Management’s Hillenbrand HI Stock Holding History

Moran Wealth 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
2023
Q4 		– Sell
-43,280
Closed -$1.83M – 437
2023
Q3 		$1.83M Buy
43,280
+1,024
+2% +$48.7K 0.07% 219
2023
Q2 		$2.17M Buy
42,256
+2,034
+5% +$97.9K 0.08% 217
2023
Q1 		$1.91M Buy
40,222
+22,017
+121% +$1.01M 0.07% 222
2022
Q4 		$777K Buy
+18,205
New +$806K 0.03% 267

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

Moran Wealth Management's HI Position: Q4 2023 in Review

Moran Wealth Management sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 43,280 shares — an estimated $1.83M sold.

Moran Wealth Management first reported a position in HI in Q4 2022 and held it in 4 quarters. The position peaked at $2.17M in Q2 2023. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

  • Moran Wealth Management reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 43,280 Hillenbrand shares in Q4 2023, an estimated $1.83M.
  • Moran Wealth Management first reported a position in Hillenbrand in Q4 2022 and held it in 4 quarters.
  • Moran Wealth Management's Hillenbrand position peaked at $2.17M in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.