Lindbrook Capital’s HCI Group HCI Stock Holding History

Lindbrook Capital’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
2025 Q1	$15.5K	Hold	104	–	–	﹤0.01%	1464
2024 Q4	$12.1K	Hold	104	–	–	﹤0.01%	1550
2024 Q3	$11.1K	Sell	104 -38	-27%	-$3.6K	﹤0.01%	1615
2024 Q2	$13.1K	Buy	142 +3	+2%	+$313	﹤0.01%	1484
2024 Q1	$16.1K	Hold	139	–	–	﹤0.01%	1325
2023 Q4	$12.1K	Hold	139	–	–	﹤0.01%	1441
2023 Q3	$7.55K	Hold	139	–	–	﹤0.01%	1553
2023 Q2	$8.59K	Hold	139	–	–	﹤0.01%	1558
2023 Q1	$7.45K	Hold	139	–	–	﹤0.01%	1642
2022 Q4	$5.5K	Buy	139 +19	+16%	+$700	﹤0.01%	1771
2022 Q3	$5K	Buy	+120	New	+$6.88K	﹤0.01%	1669
2021 Q4	–	Sell	-18	Closed	-$2K	–	2131
2021 Q3	$2K	Buy	+18	New	+$1.88K	﹤0.01%	1543

Other funds holding HCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Lindbrook Capital's HCI Position: Q1 2025 in Review

Lindbrook Capital held its HCI Group (HCI) position steady in Q1 2025 at 104 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Lindbrook Capital first reported a position in HCI in Q3 2021 and has held it in 12 quarters since. The position peaked at $16.1K in Q1 2024. 235 funds tracked by Wall St. Rank hold HCI as of Q1 2025.

Lindbrook Capital held 104 shares of HCI Group worth $15.5K as of Q1 2025.
Lindbrook Capital left its HCI Group share count unchanged in Q1 2025.
HCI Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1464 holding.
Lindbrook Capital first reported a position in HCI Group in Q3 2021 and has held it in 12 quarters since.
Lindbrook Capital's HCI Group position peaked at $16.1K in Q1 2024.
235 funds tracked by Wall St. Rank held HCI Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.