Patriot Financial Group Insurance Agency’s Hillenbrand HI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-327	Closed	-$13K	–	1050
2022 Q2	$13K	Sell	327 -77	-19%	-$3.21K	﹤0.01%	1155
2022 Q1	$18K	Sell	404 -18	-4%	-$851	﹤0.01%	1120
2021 Q4	$22K	Hold	422	–	–	﹤0.01%	1179
2021 Q3	$18K	Buy	422 +80	+23%	+$3.51K	﹤0.01%	1259
2021 Q2	$15K	Hold	342	–	–	﹤0.01%	1294
2021 Q1	$16K	Buy	342 +79	+30%	+$3.63K	﹤0.01%	1190
2020 Q4	$10K	Hold	263	–	–	﹤0.01%	1217
2020 Q3	$7K	Hold	263	–	–	﹤0.01%	1135
2020 Q2	$7K	Buy	263 +52	+25%	+$1.18K	﹤0.01%	1080
2020 Q1	$4K	Buy	+211	New	+$5.49K	﹤0.01%	1123

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hillenbrand (HI) in Q3 2022, closing a stake of 327 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in HI in Q1 2020 and held it in 10 quarters. The position peaked at $22K in Q4 2021. 277 funds tracked by Wall St. Rank hold HI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Hillenbrand position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 327 Hillenbrand shares in Q3 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in Hillenbrand in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Hillenbrand position peaked at $22K in Q4 2021.
277 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.