Ellevest Inc’s HCI Group HCI Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-11	Closed	-$590	–	889
2023 Q1	$590	Buy	+11	New	+$553	﹤0.01%	1655

Other funds holding HCI

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ellevest Inc's HCI Position: Q2 2023 in Review

Ellevest Inc sold out of HCI Group (HCI) in Q2 2023, closing a stake of 11 shares — an estimated $590 sold.

Ellevest Inc first reported a position in HCI in Q1 2023 and held it in 1 quarter. The position peaked at $590 in Q1 2023. 117 funds tracked by Wall St. Rank hold HCI as of Q2 2023.

Ellevest Inc reported no remaining HCI Group position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 11 HCI Group shares in Q2 2023, an estimated $590.
Ellevest Inc first reported a position in HCI Group in Q1 2023 and held it in 1 quarter.
Ellevest Inc's HCI Group position peaked at $590 in Q1 2023.
117 funds tracked by Wall St. Rank held HCI Group as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.