NFG
HI

Norris Financial Group’s Hillenbrand HI Stock Holding History

Norris 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
Q4 		– Sell
-24,238
Closed -$687K – 71
2020
Q3 		$687K Sell
24,238
-6,015
-20% -$178K 0.58% 40
2020
Q2 		$819K Buy
+30,253
New +$687K 0.77% 35

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norris Financial Group's HI Position: Q4 2020 in Review

Norris Financial Group sold out of Hillenbrand (HI) in Q4 2020, closing a stake of 24,238 shares — an estimated $687K sold.

Norris Financial Group first reported a position in HI in Q2 2020 and held it in 2 quarters. The position peaked at $819K in Q2 2020. 257 funds tracked by Wall St. Rank hold HI as of Q4 2020.

  • Norris Financial Group reported no remaining Hillenbrand position as of Q4 2020 after selling out during the quarter.
  • Norris Financial Group sold 24,238 Hillenbrand shares in Q4 2020, an estimated $687K.
  • Norris Financial Group first reported a position in Hillenbrand in Q2 2020 and held it in 2 quarters.
  • Norris Financial Group's Hillenbrand position peaked at $819K in Q2 2020.
  • 257 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2020.

Based on Norris Financial Group's 13F filing for Q4 2020, filed 2 Jun 2026.