SSG
HI

Summit Securities Group’s Hillenbrand HI Stock Holding History

Summit Securities 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
2024
Q3 		– Sell
-2,248
Closed -$90K – 702
2024
Q2 		$90K Buy
+2,248
New +$101K 0.02% 227

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Securities Group's HI Position: Q3 2024 in Review

Summit Securities Group sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 2,248 shares — an estimated $90K sold.

Summit Securities Group first reported a position in HI in Q2 2024 and held it in 1 quarter. The position peaked at $90K in Q2 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Summit Securities Group reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 2,248 Hillenbrand shares in Q3 2024, an estimated $90K.
  • Summit Securities Group first reported a position in Hillenbrand in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's Hillenbrand position peaked at $90K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.