Ownership history in Advisory Services Network, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in HILLENBRAND INC (HI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β29.1% annually on this HI position. Timing score: 20% (2/10 decisions correct). Average cost basis: $28.19. Maximum drawdown during holding period: β62.0%.
β Significantly underperformed the S&P 500 by 29.1% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 10 add/trim decisions correct
Best entry: $16.59 (2020 Q1) Β· Worst: $39.44 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 7 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size