WCM
HI

Weld Capital Management’s Hillenbrand HI Stock Holding History

Weld Capital 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
2019
Q4 		– Sell
-36,994
Closed -$1.14M – 743
2019
Q3 		$1.14M Buy
36,994
+28,804
+352% +$913K 0.21% 135
2019
Q2 		$324K Sell
8,190
-16,763
-67% -$673K 0.06% 523
2019
Q1 		$1.04M Buy
+24,953
New +$1.05M 0.19% 205

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weld Capital Management's HI Position: Q4 2019 in Review

Weld Capital Management sold out of Hillenbrand (HI) in Q4 2019, closing a stake of 36,994 shares — an estimated $1.14M sold.

Weld Capital Management first reported a position in HI in Q1 2019 and held it in 3 quarters. The position peaked at $1.14M in Q3 2019. 275 funds tracked by Wall St. Rank hold HI as of Q4 2019.

  • Weld Capital Management reported no remaining Hillenbrand position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 36,994 Hillenbrand shares in Q4 2019, an estimated $1.14M.
  • Weld Capital Management first reported a position in Hillenbrand in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's Hillenbrand position peaked at $1.14M in Q3 2019.
  • 275 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.