Baird Financial Group
HCSG icon

Baird Financial Group’s Healthcare Services Group HCSG Stock Holding History

Baird Financial 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
2022
Q4 		– Sell
-63,389
Closed -$767K – 1722
2022
Q3 		$767K Buy
63,389
+13,518
+27% +$199K ﹤0.01% 1132
2022
Q2 		$868K Buy
49,871
+842
+2% +$14.5K ﹤0.01% 1137
2022
Q1 		$910K Sell
49,029
-1,118
-2% -$19.3K ﹤0.01% 1185
2021
Q4 		$892K Buy
50,147
+15,106
+43% +$294K ﹤0.01% 1244
2021
Q3 		$876K Buy
35,041
+8,535
+32% +$231K ﹤0.01% 1254
2021
Q2 		$837K Buy
26,506
+2,520
+11% +$76.6K ﹤0.01% 1248
2021
Q1 		$672K Sell
23,986
-5,853
-20% -$177K ﹤0.01% 1273
2020
Q4 		$838K Buy
+29,839
New +$722K ﹤0.01% 1069

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's HCSG Position: Q4 2022 in Review

Baird Financial Group sold out of Healthcare Services Group (HCSG) in Q4 2022, closing a stake of 63,389 shares — an estimated $767K sold.

Baird Financial Group first reported a position in HCSG in Q4 2020 and held it in 8 quarters. The position peaked at $910K in Q1 2022. 201 funds tracked by Wall St. Rank hold HCSG as of Q4 2022.

  • Baird Financial Group reported no remaining Healthcare Services Group position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 63,389 Healthcare Services Group shares in Q4 2022, an estimated $767K.
  • Baird Financial Group first reported a position in Healthcare Services Group in Q4 2020 and held it in 8 quarters.
  • Baird Financial Group's Healthcare Services Group position peaked at $910K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.