WFS
HI

Widmann Financial Services’s Hillenbrand HI Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-200
Closed -$10K – 235
2021
Q4 		$10K Buy
+200
New +$9.55K 0.01% 302

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Widmann Financial Services's HI Position: Q1 2022 in Review

Widmann Financial Services sold out of Hillenbrand (HI) in Q1 2022, closing a stake of 200 shares — an estimated $10K sold.

Widmann Financial Services first reported a position in HI in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 305 funds tracked by Wall St. Rank hold HI as of Q1 2022.

  • Widmann Financial Services reported no remaining Hillenbrand position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 200 Hillenbrand shares in Q1 2022, an estimated $10K.
  • Widmann Financial Services first reported a position in Hillenbrand in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Hillenbrand position peaked at $10K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.