AG
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Algert Global’s HCI Group HCI Stock Holding History

Algert Global’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,332
Closed -$466K – 1146
2023
Q4 		$466K Sell
5,332
-950
-15% -$69.5K 0.02% 844
2023
Q3 		$341K Sell
6,282
-4,540
-42% -$258K 0.02% 855
2023
Q2 		$669K Buy
+10,822
New +$594K 0.03% 750

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's HCI Position: Q1 2024 in Review

Algert Global sold out of HCI Group (HCI) in Q1 2024, closing a stake of 5,332 shares — an estimated $466K sold.

Algert Global first reported a position in HCI in Q2 2023 and held it in 3 quarters. The position peaked at $669K in Q2 2023. 192 funds tracked by Wall St. Rank hold HCI as of Q1 2024.

  • Algert Global reported no remaining HCI Group position as of Q1 2024 after selling out during the quarter.
  • Algert Global sold 5,332 HCI Group shares in Q1 2024, an estimated $466K.
  • Algert Global first reported a position in HCI Group in Q2 2023 and held it in 3 quarters.
  • Algert Global's HCI Group position peaked at $669K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held HCI Group as of Q1 2024.

Based on Algert Global's 13F filing for Q1 2024, filed 15 May 2024.