SBIA
HI

Sheaff Brock Investment Advisors’s Hillenbrand HI Stock Holding History

Sheaff Brock 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
2021
Q3 		– Sell
-26,091
Closed -$1.15M – 558
2021
Q2 		$1.15M Buy
26,091
+2,601
+11% +$121K 0.08% 156
2021
Q1 		$1.12M Buy
+23,490
New +$1.08M 0.09% 145

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sheaff Brock Investment Advisors's HI Position: Q3 2021 in Review

Sheaff Brock Investment Advisors sold out of Hillenbrand (HI) in Q3 2021, closing a stake of 26,091 shares — an estimated $1.15M sold.

Sheaff Brock Investment Advisors first reported a position in HI in Q1 2021 and held it in 2 quarters. The position peaked at $1.15M in Q2 2021. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

  • Sheaff Brock Investment Advisors reported no remaining Hillenbrand position as of Q3 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 26,091 Hillenbrand shares in Q3 2021, an estimated $1.15M.
  • Sheaff Brock Investment Advisors first reported a position in Hillenbrand in Q1 2021 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Hillenbrand position peaked at $1.15M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.