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Crewe Advisors’s Henry Schein HSIC Stock Holding History

Crewe Advisors’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
2024
Q4 		– Sell
-54
Closed -$3.94K – 717
2024
Q3 		$3.94K Hold
54
– – ﹤0.01% 594
2024
Q2 		$3.46K Hold
54
– – ﹤0.01% 845
2024
Q1 		$4.08K Hold
54
– – ﹤0.01% 772
2023
Q4 		$4.09K Buy
+54
New +$3.78K ﹤0.01% 264

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Crewe Advisors's HSIC Position: Q4 2024 in Review

Crewe Advisors sold out of Henry Schein (HSIC) in Q4 2024, closing a stake of 54 shares — an estimated $3.94K sold.

Crewe Advisors first reported a position in HSIC in Q4 2023 and held it in 4 quarters. The position peaked at $4.09K in Q4 2023. 540 funds tracked by Wall St. Rank hold HSIC as of Q4 2024.

  • Crewe Advisors reported no remaining Henry Schein position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 54 Henry Schein shares in Q4 2024, an estimated $3.94K.
  • Crewe Advisors first reported a position in Henry Schein in Q4 2023 and held it in 4 quarters.
  • Crewe Advisors's Henry Schein position peaked at $4.09K in Q4 2023.
  • 540 funds tracked by Wall St. Rank held Henry Schein as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.