WIA
HI

Wetzel Investment Advisors’s Hillenbrand HI Stock Holding History

Wetzel Investment Advisors’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
-132
Closed -$6.64K – 443
2024
Q2 		$6.64K Hold
132
– – ﹤0.01% 533
2024
Q1 		$6.24K Hold
132
– – ﹤0.01% 634
2023
Q4 		$6K Buy
+132
New +$5.41K ﹤0.01% 643

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
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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wetzel Investment Advisors's HI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Hillenbrand (HI) in Q3 2024, closing a stake of 132 shares — an estimated $6.64K sold.

Wetzel Investment Advisors first reported a position in HI in Q4 2023 and held it in 3 quarters. The position peaked at $6.64K in Q2 2024. 280 funds tracked by Wall St. Rank hold HI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Hillenbrand position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 132 Hillenbrand shares in Q3 2024, an estimated $6.64K.
  • Wetzel Investment Advisors first reported a position in Hillenbrand in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Hillenbrand position peaked at $6.64K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.