PMFA
HI

Plante Moran Financial Advisors’s Hillenbrand HI Stock Holding History

Plante Moran Financial Advisors’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
2021
Q2 		– Sell
-48
Closed -$2K – 1002
2021
Q1 		$2K Buy
+48
New +$2.2K ﹤0.01% 910
2016
Q1 		– Sell
-170
Closed -$5K – 934
2015
Q4 		$5K Buy
+170
New +$4.99K ﹤0.01% 724
2015
Q3 		– Sell
-1,000
Closed -$31K – 726
2015
Q2 		$31K Hold
1,000
– – 0.02% 360
2015
Q1 		$31K Hold
1,000
– – 0.02% 349
2014
Q4 		$34K Hold
1,000
– – 0.03% 330
2014
Q3 		$31K Hold
1,000
– – 0.03% 330
2014
Q2 		$33K Buy
+1,000
New +$30.9K 0.03% 297

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Plante Moran Financial Advisors's HI Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 48 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in HI in Q2 2014 and held it in 7 quarters. The position peaked at $34K in Q4 2014. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 48 Hillenbrand shares in Q2 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Hillenbrand in Q2 2014 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Hillenbrand position peaked at $34K in Q4 2014.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.