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Lindbrook Capital’s Healthcare Services Group HCSG Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-43
Closed -$480 – 2834
2024
Q3 		$480 Hold
43
– – ﹤0.01% 2674
2024
Q2 		$455 Buy
+43
New +$477 ﹤0.01% 2634
2023
Q4 		– Sell
-191
Closed -$1.99K – 2746
2023
Q3 		$1.99K Buy
191
+163
+582% +$2.03K ﹤0.01% 2129
2023
Q2 		$418 Hold
28
– – ﹤0.01% 2547
2023
Q1 		$388 Buy
+28
New +$369 ﹤0.01% 2650
2022
Q4 		– Sell
-168
Closed -$2K – 2903
2022
Q3 		$2K Sell
168
-41
-20% -$604 ﹤0.01% 2068
2022
Q2 		$4K Buy
209
+168
+410% +$2.9K ﹤0.01% 1647
2022
Q1 		$1K Sell
41
-5
-11% -$86 ﹤0.01% 2248
2021
Q4 		$1K Buy
+46
New +$894 ﹤0.01% 1927
2020
Q2 		– Sell
-46
Closed -$1K – 1779
2020
Q1 		$1K Buy
+46
New +$1.18K ﹤0.01% 1464

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Lindbrook Capital's HCSG Position: Q4 2024 in Review

Lindbrook Capital sold out of Healthcare Services Group (HCSG) in Q4 2024, closing a stake of 43 shares — an estimated $480 sold.

Lindbrook Capital first reported a position in HCSG in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q2 2022. 200 funds tracked by Wall St. Rank hold HCSG as of Q4 2024.

  • Lindbrook Capital reported no remaining Healthcare Services Group position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 43 Healthcare Services Group shares in Q4 2024, an estimated $480.
  • Lindbrook Capital first reported a position in Healthcare Services Group in Q1 2020 and held it in 10 quarters.
  • Lindbrook Capital's Healthcare Services Group position peaked at $4K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.