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JP Morgan Private Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-14,370
Closed -$199K – 1649
2023
Q1 		$199K Sell
14,370
-855
-6% -$11.3K ﹤0.01% 1838
2022
Q4 		$183K Sell
15,225
-901
-6% -$11.9K ﹤0.01% 1836
2022
Q3 		$195K Sell
16,126
-619
-4% -$9.12K ﹤0.01% 1816
2022
Q2 		$292K Sell
16,745
-916
-5% -$15.8K ﹤0.01% 1662
2022
Q1 		$328K Sell
17,661
-407
-2% -$7.02K ﹤0.01% 1714
2021
Q4 		$321K Sell
18,068
-1,063
-6% -$20.7K ﹤0.01% 1726
2021
Q3 		$478K Buy
19,131
+455
+2% +$12.3K ﹤0.01% 1515
2021
Q2 		$590K Sell
18,676
-1,269
-6% -$38.6K ﹤0.01% 1418
2021
Q1 		$559K Buy
19,945
+2
+0% +$60 ﹤0.01% 1265
2020
Q4 		$560K Buy
19,943
+238
+1% +$5.76K ﹤0.01% 1251
2020
Q3 		$424K Sell
19,705
-3,403
-15% -$79.4K ﹤0.01% 1220
2020
Q2 		$565K Buy
+23,108
New +$547K ﹤0.01% 1037
2019
Q2 		– Sell
-8,669
Closed -$286K – 1414
2019
Q1 		$286K Sell
8,669
-1,965
-18% -$75.3K ﹤0.01% 1230
2018
Q4 		$427K Buy
10,634
+702
+7% +$29.7K ﹤0.01% 1028
2018
Q3 		$404K Sell
9,932
-201
-2% -$8.35K ﹤0.01% 1163
2018
Q2 		$438K Buy
10,133
+2,299
+29% +$91.3K ﹤0.01% 1055
2018
Q1 		$341K Sell
7,834
-225
-3% -$11K ﹤0.01% 1004
2017
Q4 		$425K Sell
8,059
-140
-2% -$7.34K ﹤0.01% 929
2017
Q3 		$442K Buy
8,199
+1,874
+30% +$96.4K ﹤0.01% 892
2017
Q2 		$296K Sell
6,325
-819
-11% -$37.8K ﹤0.01% 1017
2017
Q1 		$308K Sell
7,144
-1,335
-16% -$54.9K ﹤0.01% 1053
2016
Q4 		$333K Buy
8,479
+578
+7% +$22.1K ﹤0.01% 959
2016
Q3 		$313K Buy
7,901
+2,279
+41% +$89.3K ﹤0.01% 973
2016
Q2 		$233K Buy
+5,622
New +$216K ﹤0.01% 1089

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HCSG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q2 2023, closing a stake of 14,370 shares — an estimated $199K sold.

JP Morgan Private Wealth Advisors first reported a position in HCSG in Q2 2016 and held it in 24 quarters. The position peaked at $590K in Q2 2021. 203 funds tracked by Wall St. Rank hold HCSG as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Healthcare Services Group position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,370 Healthcare Services Group shares in Q2 2023, an estimated $199K.
  • JP Morgan Private Wealth Advisors first reported a position in Healthcare Services Group in Q2 2016 and held it in 24 quarters.
  • JP Morgan Private Wealth Advisors's Healthcare Services Group position peaked at $590K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.