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

Bleakley 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
2024
Q4 		– Sell
-10,392
Closed -$116K – 1072
2024
Q3 		$116K Buy
+10,392
New +$114K ﹤0.01% 958

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bleakley Financial Group's HCSG Position: Q4 2024 in Review

Bleakley Financial Group sold out of Healthcare Services Group (HCSG) in Q4 2024, closing a stake of 10,392 shares — an estimated $116K sold.

Bleakley Financial Group first reported a position in HCSG in Q3 2024 and held it in 1 quarter. The position peaked at $116K in Q3 2024. 200 funds tracked by Wall St. Rank hold HCSG as of Q4 2024.

  • Bleakley Financial Group reported no remaining Healthcare Services Group position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 10,392 Healthcare Services Group shares in Q4 2024, an estimated $116K.
  • Bleakley Financial Group first reported a position in Healthcare Services Group in Q3 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Healthcare Services Group position peaked at $116K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.