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Advisory Research’s Healthcare Services Group HCSG Stock Holding History

Advisory Research’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-26,424
Closed -$1.39M – 392
2017
Q4 		$1.39M Sell
26,424
-4,022
-13% -$211K 0.02% 252
2017
Q3 		$1.64M Buy
+30,446
New +$1.57M 0.03% 239
2014
Q2 		– Sell
-44,739
Closed -$1.3M – 476
2014
Q1 		$1.3M Buy
44,739
+1
+0% +$27 0.01% 215
2013
Q4 		$1.27M Sell
44,738
-20,253
-31% -$555K 0.01% 225
2013
Q3 		$1.68M Sell
64,991
-878,222
-93% -$22M 0.02% 211
2013
Q2 		$23.1M Buy
+943,213
New +$21.7M 0.26% 99

Other funds holding HCSG

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Advisory Research's HCSG Position: Q1 2018 in Review

Advisory Research sold out of Healthcare Services Group (HCSG) in Q1 2018, closing a stake of 26,424 shares — an estimated $1.39M sold.

Advisory Research first reported a position in HCSG in Q2 2013 and held it in 6 quarters. The position peaked at $23.1M in Q2 2013. 313 funds tracked by Wall St. Rank hold HCSG as of Q1 2018.

  • Advisory Research reported no remaining Healthcare Services Group position as of Q1 2018 after selling out during the quarter.
  • Advisory Research sold 26,424 Healthcare Services Group shares in Q1 2018, an estimated $1.39M.
  • Advisory Research first reported a position in Healthcare Services Group in Q2 2013 and held it in 6 quarters.
  • Advisory Research's Healthcare Services Group position peaked at $23.1M in Q2 2013.
  • 313 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.