RIM
HRC

Rockbridge Investment Management’s HILL-ROM HOLDINGS, INC. HRC Stock Holding History

Rockbridge Investment Management’s Portfolio HRC Stock Details HRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-225
Closed -$25K – 771
2021
Q1 		$25K Buy
225
+22
+11% +$2.29K ﹤0.01% 394
2020
Q4 		$20K Buy
203
+25
+14% +$2.34K ﹤0.01% 419
2020
Q3 		$15K Buy
178
+16
+10% +$1.57K ﹤0.01% 425
2020
Q2 		$18K Buy
+162
New +$17K ﹤0.01% 354

Other funds holding HRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rockbridge Investment Management's HRC Position: Q2 2021 in Review

Rockbridge Investment Management sold out of HILL-ROM HOLDINGS, INC. (HRC) in Q2 2021, closing a stake of 225 shares — an estimated $25K sold.

Rockbridge Investment Management first reported a position in HRC in Q2 2020 and held it in 4 quarters. The position peaked at $25K in Q1 2021. 374 funds tracked by Wall St. Rank hold HRC as of Q2 2021.

  • Rockbridge Investment Management reported no remaining HILL-ROM HOLDINGS, INC. position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 225 HILL-ROM HOLDINGS, INC. shares in Q2 2021, an estimated $25K.
  • Rockbridge Investment Management first reported a position in HILL-ROM HOLDINGS, INC. in Q2 2020 and held it in 4 quarters.
  • Rockbridge Investment Management's HILL-ROM HOLDINGS, INC. position peaked at $25K in Q1 2021.
  • 374 funds tracked by Wall St. Rank held HILL-ROM HOLDINGS, INC. as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.