WCM
HI

Westend Capital Management’s Hillenbrand HI Stock Holding History

Westend 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
2024
Q3 		– Sell
-80
Closed -$2.81K – 247
2024
Q2 		$3.05K Hold
80
– – ﹤0.01% 183
2024
Q1 		$4.02K Buy
+80
New +$3.75K ﹤0.01% 185

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
Fidelity Investments
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Westend Capital Management's HI Position: Q3 2024 in Review

Westend Capital Management sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 80 shares — an estimated $2.81K sold.

Westend Capital Management first reported a position in HI in Q1 2024 and held it in 2 quarters. The position peaked at $4.02K in Q1 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Westend Capital Management reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Westend Capital Management sold 80 Hillenbrand shares in Q3 2024, an estimated $2.81K.
  • Westend Capital Management first reported a position in Hillenbrand in Q1 2024 and held it in 2 quarters.
  • Westend Capital Management's Hillenbrand position peaked at $4.02K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Westend Capital Management's 13F filing for Q3 2024, filed 10 Oct 2024.