SWM
HI

Spire Wealth Management’s Hillenbrand HI Stock Holding History

Spire Wealth 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
2023
Q1 		– Sell
-569
Closed -$24K – 2523
2022
Q4 		$24K Buy
569
+22
+4% +$974 ﹤0.01% 1298
2022
Q3 		$20K Sell
547
-11
-2% -$463 ﹤0.01% 1335
2022
Q2 		$23K Buy
558
+11
+2% +$459 ﹤0.01% 1610
2022
Q1 		$24K Sell
547
-15
-3% -$709 ﹤0.01% 1738
2021
Q4 		$29K Buy
562
+15
+3% +$716 ﹤0.01% 1964
2021
Q3 		$23K Buy
+547
New +$24K ﹤0.01% 1798
2021
Q2 		– Sell
-4,113
Closed -$201K – 2740
2021
Q1 		$201K Buy
+4,113
New +$189K 0.01% 1060

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's HI Position: Q1 2023 in Review

Spire Wealth Management sold out of Hillenbrand (HI) in Q1 2023, closing a stake of 569 shares — an estimated $24K sold.

Spire Wealth Management first reported a position in HI in Q1 2021 and held it in 7 quarters. The position peaked at $201K in Q1 2021. 278 funds tracked by Wall St. Rank hold HI as of Q1 2023.

  • Spire Wealth Management reported no remaining Hillenbrand position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 569 Hillenbrand shares in Q1 2023, an estimated $24K.
  • Spire Wealth Management first reported a position in Hillenbrand in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Hillenbrand position peaked at $201K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.