OPS
HI

Orion Portfolio Solutions’s Hillenbrand HI Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-2,264
Closed -$61K – 1114
2020
Q2 		$61K Buy
2,264
+112
+5% +$2.54K ﹤0.01% 662
2020
Q1 		$41K Buy
2,152
+86
+4% +$2.24K ﹤0.01% 634
2019
Q4 		$69K Buy
+2,066
New +$65.3K 0.01% 483

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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 $4.34B AUM 37.08% 1-Year Est. Return

Orion Portfolio Solutions's HI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Hillenbrand (HI) in Q3 2020, closing a stake of 2,264 shares — an estimated $61K sold.

Orion Portfolio Solutions first reported a position in HI in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 225 funds tracked by Wall St. Rank hold HI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Hillenbrand position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,264 Hillenbrand shares in Q3 2020, an estimated $61K.
  • Orion Portfolio Solutions first reported a position in Hillenbrand in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Hillenbrand position peaked at $69K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.