SWA
HI

Sutton Wealth Advisors’s Hillenbrand HI Stock Holding History

Sutton Wealth Advisors’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
-450
Closed -$19.2K – 1130
2022
Q4 		$19.2K Sell
450
-120
-21% -$5.31K 0.01% 708
2022
Q3 		$20.9K Buy
570
+133
+30% +$5.6K 0.01% 648
2022
Q2 		$17.9K Sell
437
-127
-23% -$5.3K 0.01% 716
2022
Q1 		$24.9K Buy
564
+4
+0.7% +$189 0.01% 639
2021
Q4 		$29.1K Buy
560
+124
+28% +$5.92K 0.01% 593
2021
Q3 		$18.6K Sell
436
-86
-16% -$3.78K 0.01% 714
2021
Q2 		$23K Sell
522
-66
-11% -$3.08K 0.01% 662
2021
Q1 		$28.1K Buy
588
+303
+106% +$13.9K 0.01% 576
2020
Q4 		$11.3K Buy
285
+56
+24% +$1.93K ﹤0.01% 777
2020
Q3 		$6.49K Buy
229
+20
+10% +$592 ﹤0.01% 850
2020
Q2 		$5.66K Sell
209
-25
-11% -$568 ﹤0.01% 839
2020
Q1 		$4.47K Sell
234
-1,088
-82% -$28.3K ﹤0.01% 843
2019
Q4 		$44K Hold
1,322
– – 0.02% 338
2019
Q3 		$40.8K Hold
1,322
– – 0.02% 355
2019
Q2 		$52.3K Hold
1,322
– – 0.03% 289
2019
Q1 		$54.9K Hold
1,322
– – 0.03% 276
2018
Q4 		$50.1K Hold
1,322
– – 0.03% 272
2018
Q3 		$69.1K Hold
1,322
– – 0.05% 237
2018
Q2 		$62.3K Hold
1,322
– – 0.04% 243
2018
Q1 		$60.7K Hold
1,322
– – 0.04% 240
2017
Q4 		$59.1K Hold
1,322
– – 0.04% 246
2017
Q3 		$51.4K Hold
1,322
– – 0.04% 266
2017
Q2 		$47.7K Hold
1,322
– – 0.04% 271
2017
Q1 		$47.4K Hold
1,322
– – 0.04% 274
2016
Q4 		$50.7K Hold
1,322
– – 0.05% 265
2016
Q3 		$41.8K Hold
1,322
– – 0.04% 286
2016
Q2 		$39.7K Hold
1,322
– – 0.04% 281
2016
Q1 		$39.6K Buy
+1,322
New +$36.5K 0.04% 282

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

Sutton Wealth Advisors's HI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Hillenbrand (HI) in Q1 2023, closing a stake of 450 shares — an estimated $19.2K sold.

Sutton Wealth Advisors first reported a position in HI in Q1 2016 and held it in 28 quarters. The position peaked at $69.1K in Q3 2018. 278 funds tracked by Wall St. Rank hold HI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Hillenbrand position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 450 Hillenbrand shares in Q1 2023, an estimated $19.2K.
  • Sutton Wealth Advisors first reported a position in Hillenbrand in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Hillenbrand position peaked at $69.1K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.