OQS
HI

Occudo Quantitative Strategies’s Hillenbrand HI Stock Holding History

Occudo Quantitative Strategies’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
2025
Q2 		– Sell
-24,889
Closed -$621K – 747
2025
Q1 		$621K Buy
+24,889
New +$757K 0.08% 326
2024
Q4 		– Sell
-26,510
Closed -$737K – 788
2024
Q3 		$737K Buy
+26,510
New +$932K 0.13% 198
2023
Q4 		– Sell
-6,718
Closed -$284K – 951
2023
Q3 		$284K Buy
+6,718
New +$319K 0.04% 685
2022
Q2 		– Sell
-7,538
Closed -$333K – 1234
2022
Q1 		$333K Sell
7,538
-13,314
-64% -$629K 0.03% 784
2021
Q4 		$1.08M Sell
20,852
-10,541
-34% -$503K 0.1% 335
2021
Q3 		$1.34M Buy
31,393
+19,142
+156% +$840K 0.16% 175
2021
Q2 		$540K Buy
12,251
+386
+3% +$18K 0.08% 404
2021
Q1 		$566K Sell
11,865
-7,153
-38% -$328K 0.12% 288
2020
Q4 		$757K Buy
+19,018
New +$657K 0.24% 119

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Occudo Quantitative Strategies's HI Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 24,889 shares — an estimated $621K sold.

Occudo Quantitative Strategies first reported a position in HI in Q4 2020 and held it in 9 quarters. The position peaked at $1.34M in Q3 2021. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 24,889 Hillenbrand shares in Q2 2025, an estimated $621K.
  • Occudo Quantitative Strategies first reported a position in Hillenbrand in Q4 2020 and held it in 9 quarters.
  • Occudo Quantitative Strategies's Hillenbrand position peaked at $1.34M in Q3 2021.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.