Iowa State Bank’s HCI Group HCI Stock Holding History

Iowa State Bank’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,972	Closed	-$234K	–	117
2022 Q3	$234K	Buy	+5,972	New	+$342K	0.07%	107

Other funds holding HCI

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

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

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Iowa State Bank's HCI Position: Q4 2022 in Review

Iowa State Bank sold out of HCI Group (HCI) in Q4 2022, closing a stake of 5,972 shares — an estimated $234K sold.

Iowa State Bank first reported a position in HCI in Q3 2022 and held it in 1 quarter. The position peaked at $234K in Q3 2022. 112 funds tracked by Wall St. Rank hold HCI as of Q4 2022.

Iowa State Bank reported no remaining HCI Group position as of Q4 2022 after selling out during the quarter.
Iowa State Bank sold 5,972 HCI Group shares in Q4 2022, an estimated $234K.
Iowa State Bank first reported a position in HCI Group in Q3 2022 and held it in 1 quarter.
Iowa State Bank's HCI Group position peaked at $234K in Q3 2022.
112 funds tracked by Wall St. Rank held HCI Group as of Q4 2022.

Based on Iowa State Bank's 13F filing for Q4 2022, filed 6 Jan 2023.