Y-Intercept (HK)’s Hillenbrand HI Stock Holding History

Y-Intercept (HK)’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
2026 Q1	–	Sell	-62,547	Closed	-$1.98M	–	1763
2025 Q4	$1.98M	Buy	+62,547	New	+$1.93M	0.04%	628
2025 Q2	–	Sell	-11,310	Closed	-$273K	–	1779
2025 Q1	$273K	Sell	11,310 -14,707	-57%	-$447K	0.02%	938
2024 Q4	$801K	Buy	26,017 +17,994	+224%	+$544K	0.05%	522
2024 Q3	$223K	Buy	+8,023	New	+$282K	0.01%	1125
2023 Q4	–	Sell	-9,410	Closed	-$398K	–	1400
2023 Q3	$398K	Buy	+9,410	New	+$447K	0.04%	650
2023 Q2	–	Sell	-8,741	Closed	-$415K	–	1455
2023 Q1	$415K	Sell	8,741 -11,919	-58%	-$547K	0.05%	626
2022 Q4	$882K	Buy	+20,660	New	+$915K	0.13%	236
2021 Q4	–	Sell	-5,311	Closed	-$227K	–	699
2021 Q3	$227K	Buy	+5,311	New	+$233K	0.04%	548

Other funds holding HI

HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Y-Intercept (HK)'s HI Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 62,547 shares — an estimated $1.98M sold.

Y-Intercept (HK) first reported a position in HI in Q3 2021 and held it in 8 quarters. The position peaked at $1.98M in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

Y-Intercept (HK) reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 62,547 Hillenbrand shares in Q1 2026, an estimated $1.98M.
Y-Intercept (HK) first reported a position in Hillenbrand in Q3 2021 and held it in 8 quarters.
Y-Intercept (HK)'s Hillenbrand position peaked at $1.98M in Q4 2025.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.