SPC
HI

Sigma Planning Corp’s Hillenbrand HI Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-3,978
Closed -$207K – 1422
2021
Q4 		$207K Buy
+3,978
New +$190K 0.01% 1269
2018
Q4 		– Sell
-3,883
Closed -$203K – 900
2018
Q3 		$203K Buy
+3,883
New +$197K 0.01% 877

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Sigma Planning Corp's HI Position: Q1 2022 in Review

Sigma Planning Corp sold out of Hillenbrand (HI) in Q1 2022, closing a stake of 3,978 shares — an estimated $207K sold.

Sigma Planning Corp first reported a position in HI in Q3 2018 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 305 funds tracked by Wall St. Rank hold HI as of Q1 2022.

  • Sigma Planning Corp reported no remaining Hillenbrand position as of Q1 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 3,978 Hillenbrand shares in Q1 2022, an estimated $207K.
  • Sigma Planning Corp first reported a position in Hillenbrand in Q3 2018 and held it in 2 quarters.
  • Sigma Planning Corp's Hillenbrand position peaked at $207K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.