AG
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Aperio Group’s Healthcare Services Group HCSG Stock Holding History

Aperio Group’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
2020
Q4 		$591K Sell
21,026
-17,374
-45% -$420K ﹤0.01% 1880
2020
Q3 		$827K Buy
38,400
+21,168
+123% +$494K ﹤0.01% 1542
2020
Q2 		$422K Sell
17,232
-12,654
-42% -$300K ﹤0.01% 1852
2020
Q1 		$714K Sell
29,886
-3,276
-10% -$84.2K ﹤0.01% 1453
2019
Q4 		$807K Buy
33,162
+9,603
+41% +$238K ﹤0.01% 1552
2019
Q3 		$573K Buy
23,559
+10,260
+77% +$259K ﹤0.01% 1683
2019
Q2 		$404K Sell
13,299
-5,912
-31% -$195K ﹤0.01% 1894
2019
Q1 		$634K Sell
19,211
-6,332
-25% -$243K ﹤0.01% 1610
2018
Q4 		$1.03M Buy
25,543
+2,708
+12% +$114K 0.01% 1296
2018
Q3 		$927K Sell
22,835
-3,857
-14% -$160K ﹤0.01% 1454
2018
Q2 		$1.15M Sell
26,692
-2,678
-9% -$106K 0.01% 1295
2018
Q1 		$1.28M Sell
29,370
-5,145
-15% -$252K 0.01% 1189
2017
Q4 		$1.82M Buy
34,515
+1,284
+4% +$67.3K 0.01% 1019
2017
Q3 		$1.79M Buy
33,231
+516
+2% +$26.5K 0.01% 978
2017
Q2 		$1.53M Buy
32,715
+5,474
+20% +$253K 0.01% 1012
2017
Q1 		$1.17M Buy
27,241
+1,771
+7% +$72.8K 0.01% 1095
2016
Q4 		$998K Sell
25,470
-721
-3% -$27.6K 0.01% 1128
2016
Q3 		$1.04M Sell
26,191
-231
-0.9% -$9.05K 0.01% 1084
2016
Q2 		$1.09M Buy
26,422
+1,073
+4% +$41.2K 0.01% 1028
2016
Q1 		$934K Buy
25,349
+6,122
+32% +$213K 0.01% 1075
2015
Q4 		$670K Buy
19,227
+3,626
+23% +$132K 0.01% 1194
2015
Q3 		$526K Sell
15,601
-87
-0.6% -$2.94K 0.01% 1273
2015
Q2 		$518K Buy
15,688
+712
+5% +$22.4K 0.01% 1299
2015
Q1 		$481K Buy
14,976
+3,100
+26% +$100K 0.01% 1298
2014
Q4 		$367K Sell
11,876
-23
-0.2% -$682 ﹤0.01% 1385
2014
Q3 		$340K Hold
11,899
– – ﹤0.01% 1324
2014
Q2 		$350K Buy
11,899
+67
+0.6% +$1.98K 0.01% 1307
2014
Q1 		$344K Buy
+11,832
New +$324K ﹤0.01% 1527
2013
Q4 		– Sell
-10,791
Closed -$296K – 1490
2013
Q3 		$278K Buy
10,791
+354
+3% +$8.87K 0.01% 1463
2013
Q2 		$256K Buy
+10,437
New +$241K 0.01% 1367

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Aperio Group's HCSG Position: Q4 2020 in Review

Aperio Group reduced its Healthcare Services Group (HCSG) stake by 45% in Q4 2020, selling an estimated $420K and leaving 21,026 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Aperio Group first reported a position in HCSG in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.82M in Q4 2017. 237 funds tracked by Wall St. Rank hold HCSG as of Q4 2020.

  • Aperio Group held 21,026 shares of Healthcare Services Group worth $591K as of Q4 2020.
  • Aperio Group sold 17,374 Healthcare Services Group shares in Q4 2020, an estimated $420K.
  • Healthcare Services Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1880 holding.
  • Aperio Group first reported a position in Healthcare Services Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Healthcare Services Group position peaked at $1.82M in Q4 2017.
  • 237 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.