SFP
HI

Sweet Financial Partners’s Hillenbrand HI Stock Holding History

Sweet Financial Partners’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 		$211K Buy
7,603
+1
+0% +$35 0.05% 186
2024
Q2 		$304K Buy
7,602
+1
+0% +$45 0.07% 160
2024
Q1 		$382K Hold
7,601
– – 0.09% 141
2023
Q4 		$364K Buy
7,601
+2,501
+49% +$102K 0.09% 139
2023
Q3 		$216K Hold
5,100
– – 0.06% 163
2023
Q2 		$262K Hold
5,100
– – 0.07% 152
2023
Q1 		$242K Hold
5,100
– – 0.07% 158
2022
Q4 		$218K Buy
+5,100
New +$226K 0.06% 159
2022
Q3 		– Sell
-5,100
Closed -$209K – 172
2022
Q2 		$209K Hold
5,100
– – 0.07% 160
2022
Q1 		$225K Buy
5,100
+100
+2% +$4.73K 0.06% 157
2021
Q4 		$260K Buy
+5,000
New +$239K 0.11% 122

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

Sweet Financial Partners's HI Position: Q3 2024 in Review

Sweet Financial Partners increased its Hillenbrand (HI) stake by 0.01% in Q3 2024, buying an estimated $35 and bringing the position to 7,603 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #186.

Sweet Financial Partners first reported a position in HI in Q4 2021 and has held it in 11 quarters since. The position peaked at $382K in Q1 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Sweet Financial Partners held 7,603 shares of Hillenbrand worth $211K as of Q3 2024.
  • Sweet Financial Partners bought 1 Hillenbrand share in Q3 2024, an estimated $35.
  • Hillenbrand made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #186 holding.
  • Sweet Financial Partners first reported a position in Hillenbrand in Q4 2021 and has held it in 11 quarters since.
  • Sweet Financial Partners's Hillenbrand position peaked at $382K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.