TSWM
HI

Tyler-Stone Wealth Management’s Hillenbrand HI Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-47
Closed -$1.88K – 575
2024
Q2 		$1.88K Hold
47
– – ﹤0.01% 862
2024
Q1 		$2.36K Hold
47
– – ﹤0.01% 830
2023
Q4 		$2.25K Hold
47
– – ﹤0.01% 802
2023
Q3 		$2K Hold
47
– – ﹤0.01% 815
2023
Q2 		$2K Buy
+47
New +$2.26K ﹤0.01% 801
2022
Q4 		$2K Hold
47
– – ﹤0.01% 752
2022
Q3 		$2K Hold
47
– – ﹤0.01% 750
2022
Q2 		$2K Hold
47
– – ﹤0.01% 759
2022
Q1 		$2K Hold
47
– – ﹤0.01% 750
2021
Q4 		$2K Buy
+47
New +$2.25K ﹤0.01% 799

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tyler-Stone Wealth Management's HI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 47 shares — an estimated $1.88K sold.

Tyler-Stone Wealth Management first reported a position in HI in Q4 2021 and held it in 10 quarters. The position peaked at $2.36K in Q1 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 47 Hillenbrand shares in Q3 2024, an estimated $1.88K.
  • Tyler-Stone Wealth Management first reported a position in Hillenbrand in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Hillenbrand position peaked at $2.36K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.