Patten Group’s Hillenbrand HI Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-500	Closed	-$19K	–	344
2018 Q4	$19K	Sell	500 -184	-27%	-$8.4K	0.01%	378
2018 Q3	$36K	Hold	684	–	–	0.01%	360
2018 Q2	$32K	Buy	684 +184	+37%	+$8.63K	0.01%	366
2018 Q1	$23K	Hold	500	–	–	0.01%	392
2017 Q4	$22K	Hold	500	–	–	0.01%	424
2017 Q3	$19K	Hold	500	–	–	0.01%	423
2017 Q2	$18K	Hold	500	–	–	0.01%	445
2017 Q1	$18K	Hold	500	–	–	0.01%	420
2016 Q4	$19K	Hold	500	–	–	0.01%	411
2016 Q3	$15.3K	Hold	500	–	–	0.01%	447
2016 Q2	$15K	Hold	500	–	–	0.01%	434
2016 Q1	$15K	Hold	500	–	–	0.01%	442
2015 Q4	$14.8K	Hold	500	–	–	0.01%	455
2015 Q3	$13K	Hold	500	–	–	0.01%	410
2015 Q2	$15.3K	Buy	+500	New	+$15.4K	0.01%	404

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCM

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patten Group's HI Position: Q1 2019 in Review

Patten Group sold out of Hillenbrand (HI) in Q1 2019, closing a stake of 500 shares — an estimated $19K sold.

Patten Group first reported a position in HI in Q2 2015 and held it in 15 quarters. The position peaked at $36K in Q3 2018. 263 funds tracked by Wall St. Rank hold HI as of Q1 2019.

Patten Group reported no remaining Hillenbrand position as of Q1 2019 after selling out during the quarter.
Patten Group sold 500 Hillenbrand shares in Q1 2019, an estimated $19K.
Patten Group first reported a position in Hillenbrand in Q2 2015 and held it in 15 quarters.
Patten Group's Hillenbrand position peaked at $36K in Q3 2018.
263 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.