WP
HI

WealthPLAN Partners’s Hillenbrand HI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-200
Closed -$10.3K – 650
2023
Q2 		$10.3K Hold
200
– – ﹤0.01% 792
2023
Q1 		$9.51K Buy
+200
New +$9.19K ﹤0.01% 876

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's HI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hillenbrand (HI) in Q3 2023, closing a stake of 200 shares — an estimated $10.3K sold.

WealthPLAN Partners first reported a position in HI in Q1 2023 and held it in 2 quarters. The position peaked at $10.3K in Q2 2023. 267 funds tracked by Wall St. Rank hold HI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Hillenbrand position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Hillenbrand shares in Q3 2023, an estimated $10.3K.
  • WealthPLAN Partners first reported a position in Hillenbrand in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Hillenbrand position peaked at $10.3K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.