VAM
HI

Verity Asset Management’s Hillenbrand HI Stock Holding History

Verity Asset 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
2026
Q1 		– Sell
-10,057
Closed -$319K – 231
2025
Q4 		$319K Sell
10,057
-2,543
-20% -$78.4K 0.14% 179
2025
Q3 		$341K Buy
12,600
+1,128
+10% +$26.5K 0.11% 177
2025
Q2 		$230K Buy
11,472
+1,583
+16% +$32.9K 0.11% 181
2025
Q1 		$239K Buy
+9,889
New +$301K 0.1% 169
2022
Q1 		$394K Buy
8,920
+1,134
+15% +$53.6K 0.25% 126
2021
Q4 		$405K Sell
7,786
-668
-8% -$31.9K 0.24% 119
2021
Q3 		$361K Sell
8,454
-936
-10% -$41.1K 0.23% 117
2021
Q2 		$414K Buy
9,390
+4,195
+81% +$196K 0.23% 123
2021
Q1 		$248K Buy
+5,195
New +$238K 0.15% 178

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Verity Asset Management's HI Position: Q1 2026 in Review

Verity Asset Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 10,057 shares — an estimated $319K sold.

Verity Asset Management first reported a position in HI in Q1 2021 and held it in 9 quarters. The position peaked at $414K in Q2 2021. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Verity Asset Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Verity Asset Management sold 10,057 Hillenbrand shares in Q1 2026, an estimated $319K.
  • Verity Asset Management first reported a position in Hillenbrand in Q1 2021 and held it in 9 quarters.
  • Verity Asset Management's Hillenbrand position peaked at $414K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.