Boston Partners
HCSG icon

Boston Partners’s Healthcare Services Group HCSG Stock Holding History

Boston Partners’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
Q1 		– Sell
-14,662
Closed -$152K – 796
2023
Q4 		$152K Sell
14,662
-28,622
-66% -$286K ﹤0.01% 692
2023
Q3 		$451K Sell
43,284
-424
-1% -$5.27K ﹤0.01% 652
2023
Q2 		$653K Buy
+43,708
New +$633K ﹤0.01% 590
2019
Q2 		– Sell
-19,342
Closed -$638K – 681
2019
Q1 		$638K Buy
+19,342
New +$741K ﹤0.01% 648

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $100B AUM 36.93% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners's HCSG Position: Q1 2024 in Review

Boston Partners sold out of Healthcare Services Group (HCSG) in Q1 2024, closing a stake of 14,662 shares — an estimated $152K sold.

Boston Partners first reported a position in HCSG in Q1 2019 and held it in 4 quarters. The position peaked at $653K in Q2 2023. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2024.

  • Boston Partners reported no remaining Healthcare Services Group position as of Q1 2024 after selling out during the quarter.
  • Boston Partners sold 14,662 Healthcare Services Group shares in Q1 2024, an estimated $152K.
  • Boston Partners first reported a position in Healthcare Services Group in Q1 2019 and held it in 4 quarters.
  • Boston Partners's Healthcare Services Group position peaked at $653K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2024.

Based on Boston Partners's 13F filing for Q1 2024, filed 13 May 2024.