SF
HI

Symphony Financial’s Hillenbrand HI Stock Holding History

Symphony 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
2021
Q2 		– Sell
-14,000
Closed -$700K – 175
2021
Q1 		$700K Buy
14,000
+400
+3% +$18.4K 0.19% 85
2020
Q4 		$524K Sell
13,600
-400
-3% -$13.8K 0.19% 92
2020
Q3 		$397K Buy
+14,000
New +$414K 0.16% 94

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.18B AUM 0.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Symphony Financial's HI Position: Q2 2021 in Review

Symphony Financial sold out of Hillenbrand (HI) in Q2 2021, closing a stake of 14,000 shares — an estimated $700K sold.

Symphony Financial first reported a position in HI in Q3 2020 and held it in 3 quarters. The position peaked at $700K in Q1 2021. 272 funds tracked by Wall St. Rank hold HI as of Q2 2021.

  • Symphony Financial reported no remaining Hillenbrand position as of Q2 2021 after selling out during the quarter.
  • Symphony Financial sold 14,000 Hillenbrand shares in Q2 2021, an estimated $700K.
  • Symphony Financial first reported a position in Hillenbrand in Q3 2020 and held it in 3 quarters.
  • Symphony Financial's Hillenbrand position peaked at $700K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.