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Dorsey Wright & Associates’s HCI Group HCI Stock Holding History

Dorsey Wright & Associates’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
2023
Q4 		– Sell
-403
Closed -$21.9K – 196
2023
Q3 		$21.9K Sell
403
-14
-3% -$796 0.01% 230
2023
Q2 		$25.8K Buy
+417
New +$22.9K 0.01% 205
2021
Q4 		– Sell
-510
Closed -$56K – 298
2021
Q3 		$56K Buy
+510
New +$53.2K 0.01% 182
2020
Q4 		– Sell
-165
Closed -$8K – 345
2020
Q3 		$8K Sell
165
-55
-25% -$2.79K ﹤0.01% 237
2020
Q2 		$10K Buy
+220
New +$9.53K ﹤0.01% 246

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Shellback Capital Boston, Massachusetts $703M AUM 53.29% 1-Year Est. Return

Dorsey Wright & Associates's HCI Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of HCI Group (HCI) in Q4 2023, closing a stake of 403 shares — an estimated $21.9K sold.

Dorsey Wright & Associates first reported a position in HCI in Q2 2020 and held it in 5 quarters. The position peaked at $56K in Q3 2021. 152 funds tracked by Wall St. Rank hold HCI as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining HCI Group position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 403 HCI Group shares in Q4 2023, an estimated $21.9K.
  • Dorsey Wright & Associates first reported a position in HCI Group in Q2 2020 and held it in 5 quarters.
  • Dorsey Wright & Associates's HCI Group position peaked at $56K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held HCI Group as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.