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Caldwell Sutter Capital’s Henry Schein HSIC Stock Holding History

Caldwell Sutter Capital’s Portfolio HSIC Stock Details HSIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-300
Closed -$19.9K – 892
2025
Q3 		$19.9K Hold
300
– – 0.01% 473
2025
Q2 		$21.9K Hold
300
– – 0.01% 449
2025
Q1 		$20.5K Hold
300
– – 0.01% 458
2024
Q4 		$20.8K Hold
300
– – 0.01% 470
2024
Q3 		$21.9K Hold
300
– – 0.01% 475
2024
Q2 		$19.2K Hold
300
– – 0.01% 488
2024
Q1 		$22.7K Hold
300
– – 0.01% 460
2023
Q4 		$22.7K Hold
300
– – 0.01% 444
2023
Q3 		$22.3K Hold
300
– – 0.01% 427
2023
Q2 		$24.3K Hold
300
– – 0.01% 415
2023
Q1 		$24.5K Hold
300
– – 0.02% 316
2022
Q4 		$24K Buy
+300
New +$22.7K 0.02% 211

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BlackRock
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Artisan Partners
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JP Morgan Chase
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Invesco
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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Dimensional Fund Advisors
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