InceptionR’s Healthcare Services Group HCSG Stock Holding History

InceptionR’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
2024 Q4	–	Sell	-33,120	Closed	-$370K	–	724
2024 Q3	$370K	Buy	+33,120	New	+$363K	0.09%	400

Other funds holding HCSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

InceptionR's HCSG Position: Q4 2024 in Review

InceptionR sold out of Healthcare Services Group (HCSG) in Q4 2024, closing a stake of 33,120 shares — an estimated $370K sold.

InceptionR first reported a position in HCSG in Q3 2024 and held it in 1 quarter. The position peaked at $370K in Q3 2024. 200 funds tracked by Wall St. Rank hold HCSG as of Q4 2024.

InceptionR reported no remaining Healthcare Services Group position as of Q4 2024 after selling out during the quarter.
InceptionR sold 33,120 Healthcare Services Group shares in Q4 2024, an estimated $370K.
InceptionR first reported a position in Healthcare Services Group in Q3 2024 and held it in 1 quarter.
InceptionR's Healthcare Services Group position peaked at $370K in Q3 2024.
200 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.