RIA
HI

Realta Investment Advisors’s Hillenbrand HI Stock Holding History

Realta Investment 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
2024
Q2 		– Sell
-5,996
Closed -$302K – 798
2024
Q1 		$302K Sell
5,996
-331
-5% -$15.5K 0.06% 315
2023
Q4 		$303K Sell
6,327
-358
-5% -$14.7K 0.07% 311
2023
Q3 		$343K Hold
6,685
– – 0.08% 265
2023
Q2 		$343K Buy
+6,685
New +$322K 0.07% 274
2019
Q4 		– Sell
-94
Closed -$3K – 1620
2019
Q3 		$3K Hold
94
– – ﹤0.01% 1434
2019
Q2 		$4K Buy
+94
New +$3.78K ﹤0.01% 1425

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Realta Investment Advisors's HI Position: Q2 2024 in Review

Realta Investment Advisors sold out of Hillenbrand (HI) in Q2 2024, closing a stake of 5,996 shares — an estimated $302K sold.

Realta Investment Advisors first reported a position in HI in Q2 2019 and held it in 6 quarters. The position peaked at $343K in Q3 2023. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

  • Realta Investment Advisors reported no remaining Hillenbrand position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,996 Hillenbrand shares in Q2 2024, an estimated $302K.
  • Realta Investment Advisors first reported a position in Hillenbrand in Q2 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Hillenbrand position peaked at $343K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.