Stifel Financial
HI

Stifel Financial’s Hillenbrand HI Stock Holding History

Stifel Financial’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
Q2 		– Sell
-26,915
Closed -$1.35M – 3405
2024
Q1 		$1.35M Buy
26,915
+2,225
+9% +$104K ﹤0.01% 2001
2023
Q4 		$1.18M Buy
24,690
+3,146
+15% +$129K ﹤0.01% 2033
2023
Q3 		$912K Sell
21,544
-1,282
-6% -$61K ﹤0.01% 2103
2023
Q2 		$1.17M Buy
22,826
+12,734
+126% +$613K ﹤0.01% 1982
2023
Q1 		$480K Sell
10,092
-318
-3% -$14.6K ﹤0.01% 2535
2022
Q4 		$444K Sell
10,410
-2,513
-19% -$111K ﹤0.01% 2546
2022
Q3 		$475K Buy
12,923
+2,719
+27% +$114K ﹤0.01% 2466
2022
Q2 		$418K Buy
10,204
+875
+9% +$36.5K ﹤0.01% 2571
2022
Q1 		$412K Buy
9,329
+1,103
+13% +$52.1K ﹤0.01% 2680
2021
Q4 		$428K Buy
8,226
+54
+0.7% +$2.58K ﹤0.01% 2681
2021
Q3 		$349K Buy
8,172
+160
+2% +$7.03K ﹤0.01% 2802
2021
Q2 		$353K Buy
8,012
+378
+5% +$17.6K ﹤0.01% 2791
2021
Q1 		$364K Sell
7,634
-7,934
-51% -$364K ﹤0.01% 2679
2020
Q4 		$620K Buy
15,568
+476
+3% +$16.4K ﹤0.01% 2183
2020
Q3 		$428K Buy
15,092
+106
+0.7% +$3.14K ﹤0.01% 2180
2020
Q2 		$406K Buy
+14,986
New +$340K ﹤0.01% 2176
2020
Q1 		– Sell
-7,241
Closed -$240K – 2934
2019
Q4 		$240K Sell
7,241
-69
-0.9% -$2.18K ﹤0.01% 2660
2019
Q3 		$226K Sell
7,310
-1,189
-14% -$37.7K ﹤0.01% 2595
2019
Q2 		$339K Sell
8,499
-340,312
-98% -$13.7M ﹤0.01% 2430
2019
Q1 		$14.5M Buy
348,811
+1,361
+0.4% +$57.5K 0.04% 408
2018
Q4 		$13.2M Buy
347,450
+93,244
+37% +$4.26M 0.04% 391
2018
Q3 		$13.3M Sell
254,206
-91,225
-26% -$4.63M 0.04% 425
2018
Q2 		$16.3M Sell
345,431
-55,970
-14% -$2.62M 0.05% 372
2018
Q1 		$18.4M Buy
401,401
+17,960
+5% +$810K 0.06% 327
2017
Q4 		$17.1M Buy
383,441
+11,223
+3% +$470K 0.05% 349
2017
Q3 		$14.5M Buy
372,218
+20,652
+6% +$750K 0.05% 374
2017
Q2 		$12.7M Buy
351,566
+45,429
+15% +$1.66M 0.05% 395
2017
Q1 		$11M Buy
306,137
+50,598
+20% +$1.87M 0.04% 429
2016
Q4 		$9.8M Buy
255,539
+42,962
+20% +$1.45M 0.04% 421
2016
Q3 		$6.73M Buy
212,577
+32,215
+18% +$1.02M 0.03% 520
2016
Q2 		$5.42M Buy
180,362
+9,610
+6% +$291K 0.03% 570
2016
Q1 		$5.11M Buy
170,752
+36,341
+27% +$1M 0.03% 540
2015
Q4 		$3.98M Buy
134,411
+30,435
+29% +$894K 0.02% 661
2015
Q3 		$2.7M Buy
103,976
+33,452
+47% +$926K 0.02% 783
2015
Q2 		$2.16M Buy
70,524
+7,316
+12% +$226K 0.01% 951
2015
Q1 		$1.95M Buy
63,208
+4,484
+8% +$141K 0.01% 953
2014
Q4 		$2.03M Buy
58,724
+6,656
+13% +$217K 0.01% 912
2014
Q3 		$1.61M Buy
52,068
+15,333
+42% +$490K 0.01% 862
2014
Q2 		$1.2M Buy
36,735
+28,945
+372% +$893K 0.01% 1019
2014
Q1 		$252K Buy
+7,790
New +$230K ﹤0.01% 1814

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Stifel Financial's HI Position: Q2 2024 in Review

Stifel Financial sold out of Hillenbrand (HI) in Q2 2024, closing a stake of 26,915 shares — an estimated $1.35M sold.

Stifel Financial first reported a position in HI in Q1 2014 and held it in 40 quarters. The position peaked at $18.4M in Q1 2018. 261 funds tracked by Wall St. Rank hold HI as of Q2 2024.

  • Stifel Financial reported no remaining Hillenbrand position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 26,915 Hillenbrand shares in Q2 2024, an estimated $1.35M.
  • Stifel Financial first reported a position in Hillenbrand in Q1 2014 and held it in 40 quarters.
  • Stifel Financial's Hillenbrand position peaked at $18.4M in Q1 2018.
  • 261 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.