Key Financial Inc’s Healthcare Services Group HCSG Stock Holding History

Key Financial Inc’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	-122	Closed	-$1.26K	–	1318
2023 Q4	$1.26K	Hold	122	–	–	﹤0.01%	1151
2023 Q3	$1.27K	Hold	122	–	–	﹤0.01%	1160
2023 Q2	$1.82K	Hold	122	–	–	﹤0.01%	1173
2023 Q1	$1.69K	Hold	122	–	–	﹤0.01%	980
2022 Q4	$1.48K	Hold	122	–	–	﹤0.01%	988
2022 Q3	$1K	Hold	122	–	–	﹤0.01%	1039
2022 Q2	$2K	Hold	122	–	–	﹤0.01%	937
2022 Q1	$2K	Hold	122	–	–	﹤0.01%	927
2021 Q4	$2K	Hold	122	–	–	﹤0.01%	824
2021 Q3	$3K	Hold	122	–	–	﹤0.01%	761
2021 Q2	$3K	Hold	122	–	–	﹤0.01%	738
2021 Q1	$3K	Hold	122	–	–	﹤0.01%	651
2020 Q4	$3K	Buy	+122	New	+$2.95K	﹤0.01%	611
2020 Q2	–	Sell	-122	Closed	-$3K	–	314
2020 Q1	$3K	Buy	+122	New	+$3.14K	﹤0.01%	557

Other funds holding HCSG

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Key Financial Inc's HCSG Position: Q1 2024 in Review

Key Financial Inc sold out of Healthcare Services Group (HCSG) in Q1 2024, closing a stake of 122 shares — an estimated $1.26K sold.

Key Financial Inc first reported a position in HCSG in Q1 2020 and held it in 14 quarters. The position peaked at $3K in Q3 2021. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2024.

Key Financial Inc reported no remaining Healthcare Services Group position as of Q1 2024 after selling out during the quarter.
Key Financial Inc sold 122 Healthcare Services Group shares in Q1 2024, an estimated $1.26K.
Key Financial Inc first reported a position in Healthcare Services Group in Q1 2020 and held it in 14 quarters.
Key Financial Inc's Healthcare Services Group position peaked at $3K in Q3 2021.
213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.