TD Private Client Wealth’s Hillenbrand HI Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-27	Closed	-$1.15K	–	1209
2021 Q3	$1.15K	Hold	27	–	–	﹤0.01%	1084
2021 Q2	$1.19K	Hold	27	–	–	﹤0.01%	1085
2021 Q1	$1.29K	Hold	27	–	–	﹤0.01%	1034
2020 Q4	$1.07K	Hold	27	–	–	﹤0.01%	1012
2020 Q3	$766	Hold	27	–	–	﹤0.01%	985
2020 Q2	$731	Buy	+27	New	+$613	﹤0.01%	983

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

TD Private Client Wealth's HI Position: Q4 2021 in Review

TD Private Client Wealth sold out of Hillenbrand (HI) in Q4 2021, closing a stake of 27 shares — an estimated $1.15K sold.

TD Private Client Wealth first reported a position in HI in Q2 2020 and held it in 6 quarters. The position peaked at $1.29K in Q1 2021. 288 funds tracked by Wall St. Rank hold HI as of Q4 2021.

TD Private Client Wealth reported no remaining Hillenbrand position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 27 Hillenbrand shares in Q4 2021, an estimated $1.15K.
TD Private Client Wealth first reported a position in Hillenbrand in Q2 2020 and held it in 6 quarters.
TD Private Client Wealth's Hillenbrand position peaked at $1.29K in Q1 2021.
288 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.