Bank of Montreal
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Bank of Montreal’s Healthcare Services Group HCSG Stock Holding History

Bank of Montreal’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
2025
Q3 		– Sell
-12,834
Closed -$193K – 3651
2025
Q2 		$193K Sell
12,834
-1,357
-10% -$18K ﹤0.01% 2819
2025
Q1 		$143K Buy
14,191
+4,059
+40% +$44.5K ﹤0.01% 2827
2024
Q4 		$118K Buy
+10,132
New +$116K ﹤0.01% 2911
2024
Q2 		– Sell
-11,738
Closed -$147K – 4023
2024
Q1 		$147K Sell
11,738
-4,635
-28% -$51.4K ﹤0.01% 3170
2023
Q4 		$170K Buy
16,373
+351
+2% +$3.5K ﹤0.01% 3187
2023
Q3 		$181K Sell
16,022
-16,638
-51% -$207K ﹤0.01% 3101
2023
Q2 		$490K Buy
32,660
+10,449
+47% +$151K ﹤0.01% 2616
2023
Q1 		$310K Sell
22,211
-53,392
-71% -$703K ﹤0.01% 2763
2022
Q4 		$924K Sell
75,603
-1,117
-1% -$14.7K ﹤0.01% 2229
2022
Q3 		$1.06K Sell
76,720
-145,350
-65% -$2.14M ﹤0.01% 2138
2022
Q2 		$3.85K Sell
222,070
-168,816
-43% -$2.91M ﹤0.01% 1554
2022
Q1 		$7.17M Sell
390,886
-9,466
-2% -$163K ﹤0.01% 1318
2021
Q4 		$6.97M Buy
400,352
+366,905
+1,097% +$7.13M ﹤0.01% 1104
2021
Q3 		$852K Buy
33,447
+17,977
+116% +$486K ﹤0.01% 2582
2021
Q2 		$494K Sell
15,470
-1,300
-8% -$39.5K ﹤0.01% 2822
2021
Q1 		$475K Sell
16,770
-11,291
-40% -$341K ﹤0.01% 2667
2020
Q4 		$861K Buy
28,061
+8,177
+41% +$198K ﹤0.01% 2343
2020
Q3 		$450K Sell
19,884
-3,021
-13% -$70.5K ﹤0.01% 2371
2020
Q2 		$545K Buy
22,905
+10,528
+85% +$249K ﹤0.01% 2221
2020
Q1 		$275K Sell
12,377
-12,841
-51% -$330K ﹤0.01% 2223
2019
Q4 		$613K Sell
25,218
-179,031
-88% -$4.44M ﹤0.01% 2552
2019
Q3 		$4.96M Sell
204,249
-92,777
-31% -$2.34M ﹤0.01% 1210
2019
Q2 		$9.01M Buy
297,026
+2,542
+0.9% +$84K 0.01% 942
2019
Q1 		$9.71M Sell
294,484
-1,100
-0.4% -$42.1K 0.01% 860
2018
Q4 		$11.9M Buy
295,584
+6,162
+2% +$261K 0.01% 730
2018
Q3 		$11.8M Buy
289,422
+277,020
+2,234% +$11.5M 0.01% 842
2018
Q2 		$536K Buy
12,402
+1,630
+15% +$64.7K ﹤0.01% 2308
2018
Q1 		$468K Sell
10,772
-701
-6% -$34.3K ﹤0.01% 2247
2017
Q4 		$604K Sell
11,473
-650
-5% -$34.1K ﹤0.01% 2197
2017
Q3 		$654K Hold
12,123
– – ﹤0.01% 2155
2017
Q2 		$567K Buy
12,123
+260
+2% +$12K ﹤0.01% 2215
2017
Q1 		$512K Sell
11,863
-3,481
-23% -$143K ﹤0.01% 2099
2016
Q4 		$597K Sell
15,344
-6,350
-29% -$243K ﹤0.01% 2064
2016
Q3 		$859K Buy
21,694
+6,350
+41% +$249K ﹤0.01% 1888
2016
Q2 		$635K Sell
15,344
-1,095
-7% -$42K ﹤0.01% 2016
2016
Q1 		$605K Buy
16,439
+5,884
+56% +$204K ﹤0.01% 1968
2015
Q4 		$368K Buy
10,555
+3,405
+48% +$124K ﹤0.01% 2117
2015
Q3 		$241K Buy
7,150
+1,813
+34% +$61.3K ﹤0.01% 2173
2015
Q2 		$177K Buy
5,337
+3,293
+161% +$104K ﹤0.01% 2462
2015
Q1 		$66K Sell
2,044
-1,792
-47% -$57.9K ﹤0.01% 2807
2014
Q4 		$119K Hold
3,836
– – ﹤0.01% 2687
2014
Q3 		$110K Sell
3,836
-1,727
-31% -$48.1K ﹤0.01% 2781
2014
Q2 		$163K Buy
5,563
+3,037
+120% +$89.6K ﹤0.01% 2596
2014
Q1 		$74K Buy
2,526
+498
+25% +$13.7K ﹤0.01% 2940
2013
Q4 		$58K Sell
2,028
-27
-1% -$740 ﹤0.01% 2797
2013
Q3 		$53K Sell
2,055
-13
-0.6% -$326 ﹤0.01% 2798
2013
Q2 		$50K Buy
+2,068
New +$47.7K ﹤0.01% 2719

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's HCSG Position: Q3 2025 in Review

Bank of Montreal sold out of Healthcare Services Group (HCSG) in Q3 2025, closing a stake of 12,834 shares — an estimated $193K sold.

Bank of Montreal first reported a position in HCSG in Q2 2013 and held it in 47 quarters. The position peaked at $11.9M in Q4 2018. 223 funds tracked by Wall St. Rank hold HCSG as of Q3 2025.

  • Bank of Montreal reported no remaining Healthcare Services Group position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 12,834 Healthcare Services Group shares in Q3 2025, an estimated $193K.
  • Bank of Montreal first reported a position in Healthcare Services Group in Q2 2013 and held it in 47 quarters.
  • Bank of Montreal's Healthcare Services Group position peaked at $11.9M in Q4 2018.
  • 223 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.