SIC
HI

SJS Investment Consulting’s Hillenbrand HI Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-17
Closed -$473 – 1649
2024
Q3 		$473 Buy
17
+4
+31% +$141 ﹤0.01% 1347
2024
Q2 		$521 Sell
13
-3
-19% -$135 ﹤0.01% 1279
2024
Q1 		$805 Hold
16
– – ﹤0.01% 1113
2023
Q4 		$766 Hold
16
– – ﹤0.01% 1061
2023
Q3 		$677 Buy
16
+1
+7% +$48 ﹤0.01% 1100
2023
Q2 		$770 Hold
15
– – ﹤0.01% 1003
2023
Q1 		$713 Sell
15
-4
-21% -$184 ﹤0.01% 1021
2022
Q4 		$811 Buy
19
+10
+111% +$443 ﹤0.01% 1045
2022
Q3 		$0 Buy
+9
New +$379 ﹤0.01% 1243
2022
Q1 		$0 Buy
+3
New +$142 ﹤0.01% 972

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SJS Investment Consulting's HI Position: Q4 2024 in Review

SJS Investment Consulting sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 17 shares — an estimated $473 sold.

SJS Investment Consulting first reported a position in HI in Q1 2022 and held it in 10 quarters. The position peaked at $811 in Q4 2022. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

  • SJS Investment Consulting reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 17 Hillenbrand shares in Q4 2024, an estimated $473.
  • SJS Investment Consulting first reported a position in Hillenbrand in Q1 2022 and held it in 10 quarters.
  • SJS Investment Consulting's Hillenbrand position peaked at $811 in Q4 2022.
  • 285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.