R Squared’s Hillenbrand HI Stock Holding History

R Squared’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
2025 Q1	–	Sell	-890	Closed	-$27.4K	–	809
2024 Q4	$27.4K	Buy	+890	New	+$26.9K	0.03%	748

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

CCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's HI Position: Q1 2025 in Review

R Squared sold out of Hillenbrand (HI) in Q1 2025, closing a stake of 890 shares — an estimated $27.4K sold.

R Squared first reported a position in HI in Q4 2024 and held it in 1 quarter. The position peaked at $27.4K in Q4 2024. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

R Squared reported no remaining Hillenbrand position as of Q1 2025 after selling out during the quarter.
R Squared sold 890 Hillenbrand shares in Q1 2025, an estimated $27.4K.
R Squared first reported a position in Hillenbrand in Q4 2024 and held it in 1 quarter.
R Squared's Hillenbrand position peaked at $27.4K in Q4 2024.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.