Koshinski Asset Management
HCI icon

Koshinski Asset Management’s HCI Group HCI Stock Holding History

Koshinski Asset Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-800
Closed -$54.5K – 1168
2022
Q1 		$54.5K Hold
800
– – ﹤0.01% 1068
2021
Q4 		$66.8K Hold
800
– – 0.01% 1011
2021
Q3 		$88.6K Buy
+800
New +$83.4K 0.01% 896

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management's HCI Position: Q2 2022 in Review

Koshinski Asset Management sold out of HCI Group (HCI) in Q2 2022, closing a stake of 800 shares — an estimated $54.5K sold.

Koshinski Asset Management first reported a position in HCI in Q3 2021 and held it in 3 quarters. The position peaked at $88.6K in Q3 2021. 132 funds tracked by Wall St. Rank hold HCI as of Q2 2022.

  • Koshinski Asset Management reported no remaining HCI Group position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 800 HCI Group shares in Q2 2022, an estimated $54.5K.
  • Koshinski Asset Management first reported a position in HCI Group in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's HCI Group position peaked at $88.6K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held HCI Group as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.