VitalStone Financial’s Hillenbrand HI Stock Holding History

VitalStone Financial’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
2023 Q4	–	Sell	-168	Closed	-$7K	–	523
2023 Q3	$7K	Buy	+168	New	+$7.99K	0.01%	268

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 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

CCP

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VitalStone Financial's HI Position: Q4 2023 in Review

VitalStone Financial sold out of Hillenbrand (HI) in Q4 2023, closing a stake of 168 shares — an estimated $7K sold.

VitalStone Financial first reported a position in HI in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 279 funds tracked by Wall St. Rank hold HI as of Q4 2023.

VitalStone Financial reported no remaining Hillenbrand position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 168 Hillenbrand shares in Q4 2023, an estimated $7K.
VitalStone Financial first reported a position in Hillenbrand in Q3 2023 and held it in 1 quarter.
VitalStone Financial's Hillenbrand position peaked at $7K in Q3 2023.
279 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.