Hefty Wealth Partners’s Henry Schein HSIC Stock Holding History

Hefty Wealth Partners’s Portfolio HSIC Stock Details HSIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	232
2017 Q4	$2K	Hold	38	–	–	﹤0.01%	239
2017 Q3	$2K	Hold	38	–	–	﹤0.01%	241
2017 Q2	$2K	Hold	38	–	–	﹤0.01%	221
2017 Q1	$2K	Hold	38	–	–	﹤0.01%	230
2016 Q4	$2K	Hold	38	–	–	﹤0.01%	221
2016 Q3	$2K	Hold	38	–	–	﹤0.01%	224
2016 Q2	$2K	Hold	38	–	–	﹤0.01%	196
2016 Q1	$2K	Hold	38	–	–	﹤0.01%	205
2015 Q4	$2K	Buy	+38	New	+$2.26K	﹤0.01%	191

Other funds holding HSIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Hefty Wealth Partners's HSIC Position: Q1 2018 in Review

Hefty Wealth Partners held its Henry Schein (HSIC) position steady in Q1 2018 at 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Hefty Wealth Partners first reported a position in HSIC in Q4 2015 and has held it in 10 quarters since. 530 funds tracked by Wall St. Rank hold HSIC as of Q1 2018.

Hefty Wealth Partners held 38 shares of Henry Schein worth $2K as of Q1 2018.
Hefty Wealth Partners left its Henry Schein share count unchanged in Q1 2018.
Henry Schein made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #232 holding.
Hefty Wealth Partners first reported a position in Henry Schein in Q4 2015 and has held it in 10 quarters since.
530 funds tracked by Wall St. Rank held Henry Schein as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.