PFS
HI

Prospera Financial Services’s Hillenbrand HI Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-152
Closed -$7K – 2044
2022
Q1 		$7K Buy
+152
New +$7.19K ﹤0.01% 2163
2020
Q4 		– Sell
-152
Closed -$4K – 1051
2020
Q3 		$4K Buy
+152
New +$4.5K ﹤0.01% 1329

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prospera Financial Services's HI Position: Q2 2022 in Review

Prospera Financial Services sold out of Hillenbrand (HI) in Q2 2022, closing a stake of 152 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in HI in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 287 funds tracked by Wall St. Rank hold HI as of Q2 2022.

  • Prospera Financial Services reported no remaining Hillenbrand position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 152 Hillenbrand shares in Q2 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in Hillenbrand in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Hillenbrand position peaked at $7K in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.