JGC
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J. Goldman & Co’s Healthcare Services Group HCSG Stock Holding History

J. Goldman & Co’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
Q1 		– Sell
-401,922
Closed -$4.17M – 449
2023
Q4 		$4.17M Buy
+401,922
New +$4.01M 0.17% 139
2023
Q2 		– Sell
-357,762
Closed -$4.96M – 425
2023
Q1 		$4.96M Buy
+357,762
New +$4.71M 0.2% 142

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J. Goldman & Co's HCSG Position: Q1 2024 in Review

J. Goldman & Co sold out of Healthcare Services Group (HCSG) in Q1 2024, closing a stake of 401,922 shares — an estimated $4.17M sold.

J. Goldman & Co first reported a position in HCSG in Q1 2023 and held it in 2 quarters. The position peaked at $4.96M in Q1 2023. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2024.

  • J. Goldman & Co reported no remaining Healthcare Services Group position as of Q1 2024 after selling out during the quarter.
  • J. Goldman & Co sold 401,922 Healthcare Services Group shares in Q1 2024, an estimated $4.17M.
  • J. Goldman & Co first reported a position in Healthcare Services Group in Q1 2023 and held it in 2 quarters.
  • J. Goldman & Co's Healthcare Services Group position peaked at $4.96M in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2024.

Based on J. Goldman & Co's 13F filing for Q1 2024, filed 15 May 2024.