TFA
HI

Toth Financial Advisory’s Hillenbrand HI Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-128
Closed -$6.13K – 747
2023
Q4 		$6.13K Hold
128
– – ﹤0.01% 506
2023
Q3 		$5.42K Buy
+128
New +$6.09K ﹤0.01% 515

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Toth Financial Advisory's HI Position: Q1 2024 in Review

Toth Financial Advisory sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 128 shares — an estimated $6.13K sold.

Toth Financial Advisory first reported a position in HI in Q3 2023 and held it in 2 quarters. The position peaked at $6.13K in Q4 2023. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

  • Toth Financial Advisory reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 128 Hillenbrand shares in Q1 2024, an estimated $6.13K.
  • Toth Financial Advisory first reported a position in Hillenbrand in Q3 2023 and held it in 2 quarters.
  • Toth Financial Advisory's Hillenbrand position peaked at $6.13K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.