Personal Wealth Partners’s Hillenbrand HI Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-2	Closed	–	–	283
2019 Q4	$0	Hold	2	–	–	﹤0.01%	582
2019 Q3	$0	Buy	+2	New	+$63	﹤0.01%	588

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

CCP

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Personal Wealth Partners's HI Position: Q1 2020 in Review

Personal Wealth Partners sold out of Hillenbrand (HI) in Q1 2020, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in HI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 225 funds tracked by Wall St. Rank hold HI as of Q1 2020.

Personal Wealth Partners reported no remaining Hillenbrand position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 2 Hillenbrand shares in Q1 2020.
Personal Wealth Partners first reported a position in Hillenbrand in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Hillenbrand position peaked at $0 in Q4 2019.
225 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.