PCM
HI

PenderFund Capital Management’s Hillenbrand HI Stock Holding History

PenderFund Capital Management’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
2026
Q1 		– Sell
-13,400
Closed -$425K – 277
2025
Q4 		$425K Buy
+13,400
New +$413K 0.07% 72

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PenderFund Capital Management's HI Position: Q1 2026 in Review

PenderFund Capital Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 13,400 shares — an estimated $425K sold.

PenderFund Capital Management first reported a position in HI in Q4 2025 and held it in 1 quarter. The position peaked at $425K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • PenderFund Capital Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • PenderFund Capital Management sold 13,400 Hillenbrand shares in Q1 2026, an estimated $425K.
  • PenderFund Capital Management first reported a position in Hillenbrand in Q4 2025 and held it in 1 quarter.
  • PenderFund Capital Management's Hillenbrand position peaked at $425K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on PenderFund Capital Management's 13F filing for Q1 2026, filed 15 May 2026.