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Essex Savings Bank’s Healthcare Services Group HCSG Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-182
Closed -$6K – 365
2019
Q2 		$6K Buy
182
+91
+100% +$3.01K ﹤0.01% 689
2019
Q1 		$3K Hold
91
– – ﹤0.01% 592
2018
Q4 		$4K Buy
+91
New +$3.85K ﹤0.01% 583

Other funds holding HCSG

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Essex Savings Bank's HCSG Position: Q3 2019 in Review

Essex Savings Bank sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 182 shares — an estimated $6K sold.

Essex Savings Bank first reported a position in HCSG in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

  • Essex Savings Bank reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 182 Healthcare Services Group shares in Q3 2019, an estimated $6K.
  • Essex Savings Bank first reported a position in Healthcare Services Group in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Healthcare Services Group position peaked at $6K in Q2 2019.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.