PAX Financial Group’s Hillenbrand HI Stock Holding History

PAX Financial 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
2024 Q2	–	Sell	-14,370	Closed	-$723K	–	242
2024 Q1	$723K	Buy	+14,370	New	+$674K	0.15%	127

Other funds holding HI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

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

PAX Financial Group's HI Position: Q2 2024 in Review

PAX Financial Group sold out of Hillenbrand (HI) in Q2 2024, closing a stake of 14,370 shares — an estimated $723K sold.

PAX Financial Group first reported a position in HI in Q1 2024 and held it in 1 quarter. The position peaked at $723K in Q1 2024. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

PAX Financial Group reported no remaining Hillenbrand position as of Q2 2024 after selling out during the quarter.
PAX Financial Group sold 14,370 Hillenbrand shares in Q2 2024, an estimated $723K.
PAX Financial Group first reported a position in Hillenbrand in Q1 2024 and held it in 1 quarter.
PAX Financial Group's Hillenbrand position peaked at $723K in Q1 2024.
261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on PAX Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.