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Lee, Danner & Bass’s Healthcare Services Group HCSG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-60
Closed -$697 – 424
2024
Q4 		$697 Buy
+60
New +$684 ﹤0.01% 724

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Lee, Danner & Bass's HCSG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Healthcare Services Group (HCSG) in Q1 2025, closing a stake of 60 shares — an estimated $697 sold.

Lee, Danner & Bass first reported a position in HCSG in Q4 2024 and held it in 1 quarter. The position peaked at $697 in Q4 2024. 204 funds tracked by Wall St. Rank hold HCSG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Healthcare Services Group position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 60 Healthcare Services Group shares in Q1 2025, an estimated $697.
  • Lee, Danner & Bass first reported a position in Healthcare Services Group in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Healthcare Services Group position peaked at $697 in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.