Janney Montgomery Scott
HCSG icon

Janney Montgomery Scott’s Healthcare Services Group HCSG Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-48,497
Closed -$513K – 2739
2024
Q2 		$513K Buy
48,497
+10,472
+28% +$116K ﹤0.01% 1867
2024
Q1 		$475K Buy
+38,025
New +$422K ﹤0.01% 2036
2021
Q4 		– Sell
-52,453
Closed -$1.31M – 2392
2021
Q3 		$1.31M Buy
52,453
+711
+1% +$19.2K 0.01% 1156
2021
Q2 		$1.63M Buy
51,742
+1,944
+4% +$59.1K 0.01% 1034
2021
Q1 		$1.4M Sell
49,798
-5,360
-10% -$162K 0.01% 1040
2020
Q4 		$1.55M Buy
55,158
+21,862
+66% +$529K 0.01% 970
2020
Q3 		$717K Buy
33,296
+14,067
+73% +$328K ﹤0.01% 1248
2020
Q2 		$470K Buy
19,229
+8,169
+74% +$193K ﹤0.01% 1400
2020
Q1 		$264K Buy
11,060
+803
+8% +$20.6K ﹤0.01% 1548
2019
Q4 		$249K Buy
10,257
+1,658
+19% +$41.1K ﹤0.01% 1803
2019
Q3 		$209K Sell
8,599
-3,022
-26% -$76.3K ﹤0.01% 1877
2019
Q2 		$352K Buy
11,621
+752
+7% +$24.9K ﹤0.01% 1615
2019
Q1 		$359K Buy
10,869
+639
+6% +$24.5K ﹤0.01% 1569
2018
Q4 		$411K Buy
10,230
+380
+4% +$16.1K ﹤0.01% 1400
2018
Q3 		$400K Buy
9,850
+2,554
+35% +$106K ﹤0.01% 1555
2018
Q2 		$315K Buy
7,296
+1,015
+16% +$40.3K ﹤0.01% 1628
2018
Q1 		$273K Sell
6,281
-1,457
-19% -$71.3K ﹤0.01% 1650
2017
Q4 		$408K Buy
7,738
+441
+6% +$23.1K ﹤0.01% 1421
2017
Q3 		$394K Buy
7,297
+80
+1% +$4.11K ﹤0.01% 1381
2017
Q2 		$338K Buy
7,217
+423
+6% +$19.5K ﹤0.01% 1379
2017
Q1 		$293K Buy
6,794
+311
+5% +$12.8K ﹤0.01% 1416
2016
Q4 		$254K Buy
+6,483
New +$248K ﹤0.01% 1423
2016
Q3 		– Sell
-38,998
Closed -$1.61M – 1526
2016
Q2 		$1.61M Buy
38,998
+19,553
+101% +$750K 0.03% 321
2016
Q1 		$716K Buy
19,445
+835
+4% +$29K 0.02% 627
2015
Q4 		$649K Buy
18,610
+756
+4% +$27.5K 0.02% 694
2015
Q3 		$602K Buy
17,854
+10,323
+137% +$349K 0.02% 740
2015
Q2 		$249K Buy
+7,531
New +$237K 0.01% 1626

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Janney Montgomery Scott's HCSG Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Healthcare Services Group (HCSG) in Q3 2024, closing a stake of 48,497 shares — an estimated $513K sold.

Janney Montgomery Scott first reported a position in HCSG in Q2 2015 and held it in 27 quarters. The position peaked at $1.63M in Q2 2021. 202 funds tracked by Wall St. Rank hold HCSG as of Q3 2024.

  • Janney Montgomery Scott reported no remaining Healthcare Services Group position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 48,497 Healthcare Services Group shares in Q3 2024, an estimated $513K.
  • Janney Montgomery Scott first reported a position in Healthcare Services Group in Q2 2015 and held it in 27 quarters.
  • Janney Montgomery Scott's Healthcare Services Group position peaked at $1.63M in Q2 2021.
  • 202 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.