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Freedom Investment Management’s Healthcare Services Group HCSG Stock Holding History

Freedom Investment Management’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
2023
Q3 		– Sell
-13,369
Closed -$200K – 712
2023
Q2 		$200K Sell
13,369
-3,826
-22% -$55.4K 0.02% 655
2023
Q1 		$238K Buy
+17,195
New +$226K 0.03% 610
2021
Q4 		– Sell
-9,148
Closed -$229K – 880
2021
Q3 		$229K Sell
9,148
-720
-7% -$19.5K 0.02% 715
2021
Q2 		$312K Sell
9,868
-6,145
-38% -$187K 0.02% 676
2021
Q1 		$449K Buy
+16,013
New +$483K 0.03% 565
2020
Q4 		– Sell
-10,983
Closed -$236K – 632
2020
Q3 		$236K Buy
+10,983
New +$256K 0.03% 469
2019
Q1 		– Sell
-13,346
Closed -$536K – 727
2018
Q4 		$536K Buy
13,346
+8,323
+166% +$352K 0.04% 406
2018
Q3 		$206K Sell
5,023
-106
-2% -$4.4K 0.01% 837
2018
Q2 		$222K Buy
+5,129
New +$204K 0.01% 857
2018
Q1 		– Sell
-11,389
Closed -$600K – 1153
2017
Q4 		$600K Buy
11,389
+6,997
+159% +$367K 0.03% 550
2017
Q3 		$237K Sell
4,392
-6,650
-60% -$342K 0.01% 947
2017
Q2 		$517K Buy
+11,042
New +$510K 0.03% 550
2017
Q1 		– Sell
-9,356
Closed -$366K – 1075
2016
Q4 		$366K Buy
9,356
+396
+4% +$15.1K 0.02% 605
2016
Q3 		$355K Sell
8,960
-23
-0.3% -$902 0.02% 564
2016
Q2 		$372K Buy
8,983
+1,100
+14% +$42.2K 0.03% 515
2016
Q1 		$290K Buy
+7,883
New +$274K 0.02% 561

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Freedom Investment Management's HCSG Position: Q3 2023 in Review

Freedom Investment Management sold out of Healthcare Services Group (HCSG) in Q3 2023, closing a stake of 13,369 shares — an estimated $200K sold.

Freedom Investment Management first reported a position in HCSG in Q1 2016 and held it in 16 quarters. The position peaked at $600K in Q4 2017. 207 funds tracked by Wall St. Rank hold HCSG as of Q3 2023.

  • Freedom Investment Management reported no remaining Healthcare Services Group position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 13,369 Healthcare Services Group shares in Q3 2023, an estimated $200K.
  • Freedom Investment Management first reported a position in Healthcare Services Group in Q1 2016 and held it in 16 quarters.
  • Freedom Investment Management's Healthcare Services Group position peaked at $600K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.