RWM
HI

Ritholtz Wealth Management’s Hillenbrand HI Stock Holding History

Ritholtz Wealth Management’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
2023
Q4 		– Sell
-5,852
Closed -$248K – 774
2023
Q3 		$248K Sell
5,852
-270
-4% -$12.8K 0.01% 589
2023
Q2 		$314K Sell
6,122
-389
-6% -$18.7K 0.01% 530
2023
Q1 		$309K Sell
6,511
-3,485
-35% -$160K 0.02% 513
2022
Q4 		$427K Buy
9,996
+1,194
+14% +$52.9K 0.02% 394
2022
Q3 		$323K Sell
8,802
-6,497
-42% -$273K 0.02% 523
2022
Q2 		$627K Buy
15,299
+2,969
+24% +$124K 0.04% 264
2022
Q1 		$545K Buy
12,330
+7,188
+140% +$340K 0.04% 288
2021
Q4 		$267K Buy
+5,142
New +$246K 0.02% 434

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's HI Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 5,852 shares — an estimated $248K sold.

Ritholtz Wealth Management first reported a position in HI in Q4 2021 and held it in 8 quarters. The position peaked at $627K in Q2 2022. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,852 Hillenbrand shares in Q4 2023, an estimated $248K.
  • Ritholtz Wealth Management first reported a position in Hillenbrand in Q4 2021 and held it in 8 quarters.
  • Ritholtz Wealth Management's Hillenbrand position peaked at $627K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.