One Wealth Advisors’s Hillenbrand HI Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-4,655	Closed	-$199K	–	363
2022 Q4	$199K	Buy	+4,655	New	+$206K	0.05%	193
2019 Q2	–	Sell	-4,418	Closed	-$183K	–	269
2019 Q1	$183K	Buy	+4,418	New	+$187K	0.15%	123
2018 Q4	–	Sell	-9,408	Closed	-$492K	–	260
2018 Q3	$492K	Sell	9,408 -217	-2%	-$11K	0.38%	35
2018 Q2	$454K	Buy	9,625 +4,005	+71%	+$188K	0.36%	34
2018 Q1	$258K	Buy	5,620 +5,562	+9,590%	+$251K	0.23%	86
2017 Q4	$3K	Buy	+58	New	+$2.43K	﹤0.01%	482

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

One Wealth Advisors's HI Position: Q1 2023 in Review

One Wealth Advisors sold out of Hillenbrand (HI) in Q1 2023, closing a stake of 4,655 shares — an estimated $199K sold.

One Wealth Advisors first reported a position in HI in Q4 2017 and held it in 6 quarters. The position peaked at $492K in Q3 2018. 278 funds tracked by Wall St. Rank hold HI as of Q1 2023.

One Wealth Advisors reported no remaining Hillenbrand position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 4,655 Hillenbrand shares in Q1 2023, an estimated $199K.
One Wealth Advisors first reported a position in Hillenbrand in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Hillenbrand position peaked at $492K in Q3 2018.
278 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.