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Blue Trust Inc’s HCI Group HCI Stock Holding History

Blue Trust Inc’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12
Closed -$1.11K – 2672
2024
Q3 		$1.11K Buy
+12
New +$1.14K ﹤0.01% 2687
2023
Q3 		– Sell
-12
Closed -$1K – 2142
2023
Q2 		$1K Hold
12
– – ﹤0.01% 1856
2023
Q1 		$0 Buy
+12
New +$603 ﹤0.01% 2448

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Trust Inc's HCI Position: Q4 2024 in Review

Blue Trust Inc sold out of HCI Group (HCI) in Q4 2024, closing a stake of 12 shares — an estimated $1.11K sold.

Blue Trust Inc first reported a position in HCI in Q1 2023 and held it in 3 quarters. The position peaked at $1.11K in Q3 2024. 200 funds tracked by Wall St. Rank hold HCI as of Q4 2024.

  • Blue Trust Inc reported no remaining HCI Group position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 12 HCI Group shares in Q4 2024, an estimated $1.11K.
  • Blue Trust Inc first reported a position in HCI Group in Q1 2023 and held it in 3 quarters.
  • Blue Trust Inc's HCI Group position peaked at $1.11K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held HCI Group as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.