Chatham Capital Group’s HCI Group HCI Stock Holding History

Chatham Capital Group’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
2026 Q2	$5.08M	Buy	28,991 +3,871	+15%	+$610K	0.65%	42
2026 Q1	$3.88M	Sell	25,120 -1,930	-7%	-$316K	0.56%	58
2025 Q4	$5.19M	Buy	27,050 +660	+3%	+$124K	0.74%	36
2025 Q3	$5.07M	Sell	26,390 -85	-0.3%	-$13.5K	0.73%	36
2025 Q2	$4.03M	Sell	26,475 -150	-0.6%	-$23K	0.61%	50
2025 Q1	$3.97M	Buy	26,625 +1,165	+5%	+$148K	0.66%	47
2024 Q4	$2.97M	Sell	25,460 -480	-2%	-$54.7K	0.49%	66
2024 Q3	$2.78M	Buy	+25,940	New	+$2.46M	0.45%	67

Other funds holding HCI

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return