SC
HI

Savant Capital’s Hillenbrand HI Stock Holding History

Savant Capital’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
-4,025
Closed -$202K – 1301
2024
Q1 		$202K Buy
+4,025
New +$189K ﹤0.01% 1037
2023
Q3 		– Sell
-3,972
Closed -$204K – 812
2023
Q2 		$204K Buy
+3,972
New +$191K ﹤0.01% 745

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $156B AUM 27.51% 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 $2.9T AUM 29.55% 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 $3.91B AUM 34.32% 1-Year Est. Return

Savant Capital's HI Position: Q2 2024 in Review

Savant Capital sold out of Hillenbrand (HI) in Q2 2024, closing a stake of 4,025 shares — an estimated $202K sold.

Savant Capital first reported a position in HI in Q2 2023 and held it in 2 quarters. The position peaked at $204K in Q2 2023. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

  • Savant Capital reported no remaining Hillenbrand position as of Q2 2024 after selling out during the quarter.
  • Savant Capital sold 4,025 Hillenbrand shares in Q2 2024, an estimated $202K.
  • Savant Capital first reported a position in Hillenbrand in Q2 2023 and held it in 2 quarters.
  • Savant Capital's Hillenbrand position peaked at $204K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on Savant Capital's 13F filing for Q2 2024, filed 5 Aug 2024.