Zacks Investment Management’s Hillenbrand HI Stock Holding History

Zacks Investment 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 Q1	–	Sell	-4,876	Closed	-$233K	–	673
2023 Q4	$233K	Buy	4,876 +64	+1%	+$2.62K	﹤0.01%	570
2023 Q3	$204K	Buy	+4,812	New	+$229K	﹤0.01%	573
2023 Q1	–	Sell	-43,413	Closed	-$1.85M	–	662
2022 Q4	$1.85M	Buy	43,413 +35,209	+429%	+$1.56M	0.03%	287
2022 Q3	$301K	Sell	8,204 -18	-0.2%	-$757	﹤0.01%	485
2022 Q2	$337K	Sell	8,222 -5	-0.1%	-$209	0.01%	474
2022 Q1	$363K	Buy	8,227 +27	+0.3%	+$1.28K	0.01%	491
2021 Q4	$426K	Buy	8,200 +525	+7%	+$25.1K	0.01%	488
2021 Q3	$327K	Sell	7,675 -471	-6%	-$20.7K	0.01%	502
2021 Q2	$359K	Buy	+8,146	New	+$380K	0.01%	491

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $178B AUM 37.23% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Zacks Investment Management's HI Position: Q1 2024 in Review

Zacks Investment Management sold out of Hillenbrand (HI) in Q1 2024, closing a stake of 4,876 shares — an estimated $233K sold.

Zacks Investment Management first reported a position in HI in Q2 2021 and held it in 9 quarters. The position peaked at $1.85M in Q4 2022. 282 funds tracked by Wall St. Rank hold HI as of Q1 2024.

Zacks Investment Management reported no remaining Hillenbrand position as of Q1 2024 after selling out during the quarter.
Zacks Investment Management sold 4,876 Hillenbrand shares in Q1 2024, an estimated $233K.
Zacks Investment Management first reported a position in Hillenbrand in Q2 2021 and held it in 9 quarters.
Zacks Investment Management's Hillenbrand position peaked at $1.85M in Q4 2022.
282 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.