Covestor’s HCI Group HCI Stock Holding History

Covestor’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 Q1	$8K	Sell	48 -2	-4%	-$327	0.01%	1562
2025 Q4	$10K	Sell	50 -23	-32%	-$4.33K	0.01%	1576
2025 Q3	$14K	Sell	73 -4	-5%	-$633	0.01%	1426
2025 Q2	$12K	Sell	77 -22	-22%	-$3.38K	0.01%	1470
2025 Q1	$15K	Sell	99 -8	-7%	-$1.01K	0.01%	1287
2024 Q4	$12K	Sell	107 -10	-9%	-$1.14K	0.01%	1425
2024 Q3	$12K	Buy	117 +10	+9%	+$948	0.01%	1435
2024 Q2	$9K	Buy	107 +106	+10,600%	+$11K	0.01%	1614
2024 Q1	$0	Buy	+1	New	+$98	﹤0.01%	2447
2023 Q2	–	Hold	0	–	–	–	2351
2023 Q1	–	Sell	-3	Closed	-$151	–	2257
2022 Q4	$0	Buy	+3	New	+$110	﹤0.01%	2280
2022 Q1	–	Sell	-8	Closed	-$1K	–	2262
2021 Q4	$1K	Buy	+8	New	+$934	﹤0.01%	1773

Other funds holding HCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return