SIM
HI

Sonora Investment Management’s Hillenbrand HI Stock Holding History

Sonora Investment 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
2021
Q3 		$16K Hold
600
– – ﹤0.01% 678
2021
Q2 		$16K Buy
+600
New +$28K ﹤0.01% 617

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 $1.18B AUM 0.37% 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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sonora Investment Management's HI Position: Q3 2021 in Review

Sonora Investment Management held its Hillenbrand (HI) position steady in Q3 2021 at 600 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Sonora Investment Management first reported a position in HI in Q2 2021 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

  • Sonora Investment Management held 600 shares of Hillenbrand worth $16K as of Q3 2021.
  • Sonora Investment Management left its Hillenbrand share count unchanged in Q3 2021.
  • Hillenbrand made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #678 holding.
  • Sonora Investment Management first reported a position in Hillenbrand in Q2 2021 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.