Berman Capital Advisors’s Healthcare Services Group HCSG Stock Holding History

Berman Capital Advisors’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
2021 Q3	–	Sell	-31	Closed	–	–	2131
2021 Q2	$0	Hold	31	–	–	﹤0.01%	1959
2021 Q1	$0	Buy	+31	New	+$936	﹤0.01%	1821
2020 Q4	–	Sell	-270	Closed	-$5K	–	1740
2020 Q3	$5K	Hold	270	–	–	﹤0.01%	1037
2020 Q2	$6K	Hold	270	–	–	﹤0.01%	935
2020 Q1	$6K	Hold	270	–	–	﹤0.01%	833
2019 Q4	$6K	Hold	270	–	–	﹤0.01%	921
2019 Q3	$6K	Hold	270	–	–	﹤0.01%	894
2019 Q2	$8K	Hold	270	–	–	﹤0.01%	808
2019 Q1	$8K	Hold	270	–	–	﹤0.01%	723
2018 Q4	$10K	Buy	+270	New	+$11.4K	﹤0.01%	507

Other funds holding HCSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Berman Capital Advisors's HCSG Position: Q3 2021 in Review

Berman Capital Advisors sold out of Healthcare Services Group (HCSG) in Q3 2021, closing a stake of 31 shares.

Berman Capital Advisors first reported a position in HCSG in Q4 2018 and held it in 10 quarters. The position peaked at $10K in Q4 2018. 239 funds tracked by Wall St. Rank hold HCSG as of Q3 2021.

Berman Capital Advisors reported no remaining Healthcare Services Group position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 31 Healthcare Services Group shares in Q3 2021.
Berman Capital Advisors first reported a position in Healthcare Services Group in Q4 2018 and held it in 10 quarters.
Berman Capital Advisors's Healthcare Services Group position peaked at $10K in Q4 2018.
239 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.