USA Financial Formulas’s Hillenbrand HI Stock Holding History

USA Financial Formulas’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
2018 Q3	–	Sell	-2,141	Closed	-$98K	–	323
2018 Q2	$98K	Hold	2,141	–	–	0.02%	288
2018 Q1	$98K	Buy	+2,141	New	+$96.5K	0.02%	288

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

USA Financial Formulas's HI Position: Q3 2018 in Review

USA Financial Formulas sold out of Hillenbrand (HI) in Q3 2018, closing a stake of 2,141 shares — an estimated $98K sold.

USA Financial Formulas first reported a position in HI in Q1 2018 and held it in 2 quarters. The position peaked at $98K in Q2 2018. 287 funds tracked by Wall St. Rank hold HI as of Q3 2018.

USA Financial Formulas reported no remaining Hillenbrand position as of Q3 2018 after selling out during the quarter.
USA Financial Formulas sold 2,141 Hillenbrand shares in Q3 2018, an estimated $98K.
USA Financial Formulas first reported a position in Hillenbrand in Q1 2018 and held it in 2 quarters.
USA Financial Formulas's Hillenbrand position peaked at $98K in Q2 2018.
287 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.