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Johnson Financial Group Inc (Wisconsin)’s Healthcare Services Group HCSG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-16,623
Closed -$207K – 885
2024
Q1 		$207K Buy
+16,623
New +$184K 0.01% 294

Other funds holding HCSG

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Vanguard Group
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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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HCSG Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Healthcare Services Group (HCSG) in Q2 2024, closing a stake of 16,623 shares — an estimated $207K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HCSG in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 200 funds tracked by Wall St. Rank hold HCSG as of Q2 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Healthcare Services Group position as of Q2 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 16,623 Healthcare Services Group shares in Q2 2024, an estimated $207K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Healthcare Services Group in Q1 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Healthcare Services Group position peaked at $207K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.