PCMC
HI

Planning Capital Management Corporation’s Hillenbrand HI Stock Holding History

Planning Capital Management Corporation’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
Q3 		$8.87K Hold
319
– – 0.01% 452
2024
Q2 		$12.8K Hold
319
– – 0.01% 367
2024
Q1 		$16K Hold
319
– – 0.01% 336
2023
Q4 		$15.3K Buy
+319
New +$13.1K 0.01% 355

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planning Capital Management Corporation's HI Position: Q3 2024 in Review

Planning Capital Management Corporation held its Hillenbrand (HI) position steady in Q3 2024 at 319 shares worth $8.87K. The position accounts for 0.01% of the portfolio, ranked #452.

Planning Capital Management Corporation first reported a position in HI in Q4 2023 and has held it in 4 quarters since. The position peaked at $16K in Q1 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Planning Capital Management Corporation held 319 shares of Hillenbrand worth $8.87K as of Q3 2024.
  • Planning Capital Management Corporation left its Hillenbrand share count unchanged in Q3 2024.
  • Hillenbrand made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #452 holding.
  • Planning Capital Management Corporation first reported a position in Hillenbrand in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Hillenbrand position peaked at $16K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.