Transform Wealth’s HILL-ROM HOLDINGS, INC. HRC Stock Holding History

Transform Wealth’s Portfolio HRC Stock Details HRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,883	Closed	-$207K	–	237
2020 Q2	$207K	Sell	1,883 -819	-30%	-$85.8K	0.04%	211
2020 Q1	$272K	Buy	2,702 +533	+25%	+$55.2K	0.06%	178
2019 Q4	$246K	Buy	+2,169	New	+$229K	0.04%	203

Other funds holding HRC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Transform Wealth's HRC Position: Q3 2020 in Review

Transform Wealth sold out of HILL-ROM HOLDINGS, INC. (HRC) in Q3 2020, closing a stake of 1,883 shares — an estimated $207K sold.

Transform Wealth first reported a position in HRC in Q4 2019 and held it in 3 quarters. The position peaked at $272K in Q1 2020. 368 funds tracked by Wall St. Rank hold HRC as of Q3 2020.

Transform Wealth reported no remaining HILL-ROM HOLDINGS, INC. position as of Q3 2020 after selling out during the quarter.
Transform Wealth sold 1,883 HILL-ROM HOLDINGS, INC. shares in Q3 2020, an estimated $207K.
Transform Wealth first reported a position in HILL-ROM HOLDINGS, INC. in Q4 2019 and held it in 3 quarters.
Transform Wealth's HILL-ROM HOLDINGS, INC. position peaked at $272K in Q1 2020.
368 funds tracked by Wall St. Rank held HILL-ROM HOLDINGS, INC. as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.