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Equitable Trust’s Healthcare Services Group HCSG Stock Holding History

Equitable Trust’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,815
Closed -$220K – 379
2021
Q3 		$220K Buy
8,815
+128
+1% +$3.46K 0.01% 336
2021
Q2 		$274K Buy
8,687
+763
+10% +$23.2K 0.02% 318
2021
Q1 		$222K Buy
+7,924
New +$239K 0.02% 332

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Equitable Trust's HCSG Position: Q4 2021 in Review

Equitable Trust sold out of Healthcare Services Group (HCSG) in Q4 2021, closing a stake of 8,815 shares — an estimated $220K sold.

Equitable Trust first reported a position in HCSG in Q1 2021 and held it in 3 quarters. The position peaked at $274K in Q2 2021. 224 funds tracked by Wall St. Rank hold HCSG as of Q4 2021.

  • Equitable Trust reported no remaining Healthcare Services Group position as of Q4 2021 after selling out during the quarter.
  • Equitable Trust sold 8,815 Healthcare Services Group shares in Q4 2021, an estimated $220K.
  • Equitable Trust first reported a position in Healthcare Services Group in Q1 2021 and held it in 3 quarters.
  • Equitable Trust's Healthcare Services Group position peaked at $274K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2021.

Based on Equitable Trust's 13F filing for Q4 2021, filed 31 Jan 2022.