Shelton Capital Management’s Hillenbrand HI Stock Holding History

Shelton Capital 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
2022 Q2	–	Sell	-4,641	Closed	-$205K	–	766
2022 Q1	$205K	Hold	4,641	–	–	0.01%	769
2021 Q4	$241K	Sell	4,641 -213	-4%	-$10.2K	0.01%	685
2021 Q3	$207K	Hold	4,854	–	–	0.01%	751
2021 Q2	$214K	Sell	4,854 -170	-3%	-$7.93K	0.01%	765
2021 Q1	$240K	Buy	+5,024	New	+$231K	0.01%	664
2019 Q3	–	Sell	-6,272	Closed	-$248K	–	840
2019 Q2	$248K	Buy	6,272 +6,012	+2,312%	+$241K	0.01%	652
2019 Q1	$6.27K	Sell	260 -6,012	-96%	-$254K	0.02%	525
2018 Q4	$238K	Hold	6,272	–	–	0.02%	597
2018 Q3	$328K	Buy	6,272 +193	+3%	+$9.8K	0.02%	543
2018 Q2	$287K	Hold	6,079	–	–	0.02%	595
2018 Q1	$279K	Hold	6,079	–	–	0.02%	587
2017 Q4	$272K	Hold	6,079	–	–	0.02%	636
2017 Q3	$236K	Sell	6,079 -248	-4%	-$9.01K	0.02%	704
2017 Q2	$228K	Buy	6,327 +474	+8%	+$17.3K	0.02%	752
2017 Q1	$210K	Buy	+5,853	New	+$216K	0.01%	789

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shelton Capital Management's HI Position: Q2 2022 in Review

Shelton Capital Management sold out of Hillenbrand (HI) in Q2 2022, closing a stake of 4,641 shares — an estimated $205K sold.

Shelton Capital Management first reported a position in HI in Q1 2017 and held it in 15 quarters. The position peaked at $328K in Q3 2018. 287 funds tracked by Wall St. Rank hold HI as of Q2 2022.

Shelton Capital Management reported no remaining Hillenbrand position as of Q2 2022 after selling out during the quarter.
Shelton Capital Management sold 4,641 Hillenbrand shares in Q2 2022, an estimated $205K.
Shelton Capital Management first reported a position in Hillenbrand in Q1 2017 and held it in 15 quarters.
Shelton Capital Management's Hillenbrand position peaked at $328K in Q3 2018.
287 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.