TwinBeech Capital’s Hillenbrand HI Stock Holding History

TwinBeech Capital’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 Q4	–	Sell	-120,293	Closed	-$3.34M	–	742
2024 Q3	$3.34M	Buy	120,293 +114,175	+1,866%	+$4.01M	0.06%	329
2024 Q2	$245K	Buy	+6,118	New	+$276K	﹤0.01%	488
2023 Q3	–	Sell	-11,467	Closed	-$588K	–	746
2023 Q2	$588K	Buy	+11,467	New	+$552K	0.01%	501
2022 Q4	–	Sell	-50,081	Closed	-$1.84M	–	785
2022 Q3	$1.84M	Buy	+50,081	New	+$2.11M	0.05%	349

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TwinBeech Capital's HI Position: Q4 2024 in Review

TwinBeech Capital sold out of Hillenbrand (HI) in Q4 2024, closing a stake of 120,293 shares — an estimated $3.34M sold.

TwinBeech Capital first reported a position in HI in Q3 2022 and held it in 4 quarters. The position peaked at $3.34M in Q3 2024. 285 funds tracked by Wall St. Rank hold HI as of Q4 2024.

TwinBeech Capital reported no remaining Hillenbrand position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 120,293 Hillenbrand shares in Q4 2024, an estimated $3.34M.
TwinBeech Capital first reported a position in Hillenbrand in Q3 2022 and held it in 4 quarters.
TwinBeech Capital's Hillenbrand position peaked at $3.34M in Q3 2024.
285 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.