GIM
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Goelzer Investment Management’s Healthcare Services Group HCSG Stock Holding History

Goelzer 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
2019
Q3 		– Sell
-65,681
Closed -$1.99M – 260
2019
Q2 		$1.99M Buy
65,681
+963
+1% +$31.8K 0.18% 144
2019
Q1 		$2.13M Buy
64,718
+537
+0.8% +$20.6K 0.2% 141
2018
Q4 		$2.58M Buy
64,181
+1,195
+2% +$50.5K 0.33% 104
2018
Q3 		$2.56M Buy
62,986
+790
+1% +$32.8K 0.29% 114
2018
Q2 		$2.69M Buy
+62,196
New +$2.47M 0.31% 113

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
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

Goelzer Investment Management's HCSG Position: Q3 2019 in Review

Goelzer Investment Management sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 65,681 shares — an estimated $1.99M sold.

Goelzer Investment Management first reported a position in HCSG in Q2 2018 and held it in 5 quarters. The position peaked at $2.69M in Q2 2018. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

  • Goelzer Investment Management reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 65,681 Healthcare Services Group shares in Q3 2019, an estimated $1.99M.
  • Goelzer Investment Management first reported a position in Healthcare Services Group in Q2 2018 and held it in 5 quarters.
  • Goelzer Investment Management's Healthcare Services Group position peaked at $2.69M in Q2 2018.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on Goelzer Investment Management's 13F filing for Q3 2019, filed 6 Nov 2019.