Next Financial Group’s Hillenbrand HI Stock Holding History

Next Financial Group’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 Q1	–	Sell	-93	Closed	-$3K	–	2233
2019 Q4	$3K	Buy	+93	New	+$2.94K	﹤0.01%	2079
2019 Q2	–	Sell	-15	Closed	-$1K	–	2332
2019 Q1	$1K	Buy	+15	New	+$633	﹤0.01%	1555

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

CCP

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Next Financial Group's HI Position: Q1 2020 in Review

Next Financial Group sold out of Hillenbrand (HI) in Q1 2020, closing a stake of 93 shares — an estimated $3K sold.

Next Financial Group first reported a position in HI in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 225 funds tracked by Wall St. Rank hold HI as of Q1 2020.

Next Financial Group reported no remaining Hillenbrand position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 93 Hillenbrand shares in Q1 2020, an estimated $3K.
Next Financial Group first reported a position in Hillenbrand in Q1 2019 and held it in 2 quarters.
Next Financial Group's Hillenbrand position peaked at $3K in Q4 2019.
225 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.