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Harbor Investment Advisory’s Healthcare Services Group HCSG Stock Holding History

Harbor Investment Advisory’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
2020
Q1 		– Sell
-2
Closed – – 1085
2019
Q4 		$0 Buy
+2
New +$50 ﹤0.01% 899

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William Blair Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harbor Investment Advisory's HCSG Position: Q1 2020 in Review

Harbor Investment Advisory sold out of Healthcare Services Group (HCSG) in Q1 2020, closing a stake of 2 shares.

Harbor Investment Advisory first reported a position in HCSG in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 239 funds tracked by Wall St. Rank hold HCSG as of Q1 2020.

  • Harbor Investment Advisory reported no remaining Healthcare Services Group position as of Q1 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 2 Healthcare Services Group shares in Q1 2020.
  • Harbor Investment Advisory first reported a position in Healthcare Services Group in Q4 2019 and held it in 1 quarter.
  • Harbor Investment Advisory's Healthcare Services Group position peaked at $0 in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.