SFM
HI

Systematic Financial Management’s Hillenbrand HI Stock Holding History

Systematic Financial Management’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
Q2 		– Sell
-6,076
Closed -$289K – 265
2023
Q1 		$289K Buy
+6,076
New +$279K 0.01% 211
2015
Q1 		– Sell
-67,265
Closed -$2.32M – 692
2014
Q4 		$2.32M Sell
67,265
-4,270
-6% -$139K 0.02% 456
2014
Q3 		$2.21M Buy
71,535
+10,985
+18% +$351K 0.02% 481
2014
Q2 		$1.98M Buy
+60,550
New +$1.87M 0.01% 448

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Systematic Financial Management's HI Position: Q2 2023 in Review

Systematic Financial Management sold out of Hillenbrand (HI) in Q2 2023, closing a stake of 6,076 shares — an estimated $289K sold.

Systematic Financial Management first reported a position in HI in Q2 2014 and held it in 4 quarters. The position peaked at $2.32M in Q4 2014. 276 funds tracked by Wall St. Rank hold HI as of Q2 2023.

  • Systematic Financial Management reported no remaining Hillenbrand position as of Q2 2023 after selling out during the quarter.
  • Systematic Financial Management sold 6,076 Hillenbrand shares in Q2 2023, an estimated $289K.
  • Systematic Financial Management first reported a position in Hillenbrand in Q2 2014 and held it in 4 quarters.
  • Systematic Financial Management's Hillenbrand position peaked at $2.32M in Q4 2014.
  • 276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.