Pecaut & Co’s Hillenbrand HI Stock Holding History

Pecaut & Co’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 Q3	–	Sell	-11,250	Closed	-$577K	–	103
2023 Q2	$577K	Sell	11,250 -3,000	-21%	-$144K	0.24%	53
2023 Q1	$677K	Buy	14,250 +3,000	+27%	+$138K	0.31%	50
2022 Q4	$480K	Buy	+11,250	New	+$498K	0.23%	60

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Pecaut & Co's HI Position: Q3 2023 in Review

Pecaut & Co sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 11,250 shares — an estimated $577K sold.

Pecaut & Co first reported a position in HI in Q4 2022 and held it in 3 quarters. The position peaked at $677K in Q1 2023. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

Pecaut & Co reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
Pecaut & Co sold 11,250 Hillenbrand shares in Q3 2023, an estimated $577K.
Pecaut & Co first reported a position in Hillenbrand in Q4 2022 and held it in 3 quarters.
Pecaut & Co's Hillenbrand position peaked at $677K in Q1 2023.
267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on Pecaut & Co's 13F filing for Q3 2023, filed 13 Nov 2023.