West Oak Capital’s Hillenbrand HI Stock Holding History

West Oak Capital’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
2021 Q3	–	Sell	-250	Closed	-$11K	–	375
2021 Q2	$11K	Hold	250	–	–	﹤0.01%	272
2021 Q1	$12K	Buy	+250	New	+$11.5K	0.01%	262

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

CCP

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

West Oak Capital's HI Position: Q3 2021 in Review

West Oak Capital sold out of Hillenbrand (HI) in Q3 2021, closing a stake of 250 shares — an estimated $11K sold.

West Oak Capital first reported a position in HI in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

West Oak Capital reported no remaining Hillenbrand position as of Q3 2021 after selling out during the quarter.
West Oak Capital sold 250 Hillenbrand shares in Q3 2021, an estimated $11K.
West Oak Capital first reported a position in Hillenbrand in Q1 2021 and held it in 2 quarters.
West Oak Capital's Hillenbrand position peaked at $12K in Q1 2021.
265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on West Oak Capital's 13F filing for Q3 2021, filed 7 Oct 2021.