SFG
HI

Steward Financial Group’s Hillenbrand HI Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+58
New +$2.76K ﹤0.01% 983
2022
Q3 		– Sell
-37
Closed -$1K – 618
2022
Q2 		$1K Buy
+37
New +$1.54K ﹤0.01% 753

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's HI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Hillenbrand (HI) in Q3 2023: 58 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HI as recently as Q2 2022.

Steward Financial Group first reported a position in HI in Q2 2022 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

  • Steward Financial Group held 58 shares of Hillenbrand worth $2K as of Q3 2023.
  • Hillenbrand was a new Steward Financial Group position in Q3 2023.
  • Hillenbrand made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #983 holding.
  • Steward Financial Group first reported a position in Hillenbrand in Q2 2022 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.