SFS
HI

Sowell Financial Services’s Hillenbrand HI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-225
Closed -$11K – 1466
2021
Q1 		$11K Sell
225
-107
-32% -$4.91K ﹤0.01% 2274
2020
Q4 		$13K Buy
332
+256
+337% +$8.84K ﹤0.01% 1912
2020
Q3 		$2K Hold
76
– – ﹤0.01% 2223
2020
Q2 		$2K Buy
76
+46
+153% +$1.04K ﹤0.01% 2159
2020
Q1 		$1K Hold
30
– – ﹤0.01% 2250
2019
Q4 		$1K Hold
30
– – ﹤0.01% 2350
2019
Q3 		$1K Buy
+30
New +$951 ﹤0.01% 2247

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Sowell Financial Services's HI Position: Q2 2021 in Review

Sowell Financial Services sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 225 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in HI in Q3 2019 and held it in 7 quarters. The position peaked at $13K in Q4 2020. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Sowell Financial Services reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 225 Hillenbrand shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in Hillenbrand in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Hillenbrand position peaked at $13K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.