MV Capital Management’s Hillenbrand HI Stock Holding History

MV Capital 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
2018 Q4	–	Sell	-156	Closed	-$8K	–	338
2018 Q3	$8K	Hold	156	–	–	﹤0.01%	257
2018 Q2	$7K	Buy	156 +57	+58%	+$2.67K	﹤0.01%	277
2018 Q1	$5K	Hold	99	–	–	﹤0.01%	308
2017 Q4	$4K	Buy	+99	New	+$4.14K	﹤0.01%	322
2015 Q1	–	Sell	-160	Closed	-$6K	–	471
2014 Q4	$6K	Buy	+160	New	+$5.21K	﹤0.01%	344

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

MV Capital Management's HI Position: Q4 2018 in Review

MV Capital Management sold out of Hillenbrand (HI) in Q4 2018, closing a stake of 156 shares — an estimated $8K sold.

MV Capital Management first reported a position in HI in Q4 2014 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 262 funds tracked by Wall St. Rank hold HI as of Q4 2018.

MV Capital Management reported no remaining Hillenbrand position as of Q4 2018 after selling out during the quarter.
MV Capital Management sold 156 Hillenbrand shares in Q4 2018, an estimated $8K.
MV Capital Management first reported a position in Hillenbrand in Q4 2014 and held it in 5 quarters.
MV Capital Management's Hillenbrand position peaked at $8K in Q3 2018.
262 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2018.

Based on MV Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.