OAM
HI

Oberweis Asset Management’s Hillenbrand HI Stock Holding History

Oberweis Asset 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
2021
Q2 		– Sell
-5,200
Closed -$248K – 173
2021
Q1 		$248K Sell
5,200
-1,700
-25% -$78K 0.05% 140
2020
Q4 		$275K Buy
+6,900
New +$238K 0.07% 118

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Oberweis Asset Management's HI Position: Q2 2021 in Review

Oberweis Asset Management sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 5,200 shares — an estimated $248K sold.

Oberweis Asset Management first reported a position in HI in Q4 2020 and held it in 2 quarters. The position peaked at $275K in Q4 2020. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Oberweis Asset Management reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Oberweis Asset Management sold 5,200 Hillenbrand shares in Q2 2021, an estimated $248K.
  • Oberweis Asset Management first reported a position in Hillenbrand in Q4 2020 and held it in 2 quarters.
  • Oberweis Asset Management's Hillenbrand position peaked at $275K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Oberweis Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.