SSB
HI

Sandy Spring Bank’s Hillenbrand HI Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-80
Closed -$4.1K – 1220
2023
Q2 		$4.1K Hold
80
– – ﹤0.01% 989
2023
Q1 		$3.8K Hold
80
– – ﹤0.01% 965
2022
Q4 		$3.41K Sell
80
-80
-50% -$3.54K ﹤0.01% 975
2022
Q3 		$6K Hold
160
– – ﹤0.01% 892
2022
Q2 		$7K Buy
+160
New +$6.68K ﹤0.01% 893

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sandy Spring Bank's HI Position: Q3 2023 in Review

Sandy Spring Bank sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 80 shares — an estimated $4.1K sold.

Sandy Spring Bank first reported a position in HI in Q2 2022 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

  • Sandy Spring Bank reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 80 Hillenbrand shares in Q3 2023, an estimated $4.1K.
  • Sandy Spring Bank first reported a position in Hillenbrand in Q2 2022 and held it in 5 quarters.
  • Sandy Spring Bank's Hillenbrand position peaked at $7K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.