Loveless Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Loveless Wealth Management’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
2021 Q4	–	Sell	-8,820	Closed	-$220K	–	132
2021 Q3	$220K	Sell	8,820 -4,890	-36%	-$132K	0.13%	125
2021 Q2	$433K	Sell	13,710 -1,600	-10%	-$48.6K	0.26%	101
2021 Q1	$429K	Sell	15,310 -1,300	-8%	-$39.2K	0.28%	94
2020 Q4	$467K	Sell	16,610 -745	-4%	-$18K	0.34%	86
2020 Q3	$374K	Sell	17,355 -1,995	-10%	-$46.6K	0.32%	81
2020 Q2	$473K	Hold	19,350	–	–	0.44%	70
2020 Q1	$463K	Sell	19,350 -100	-0.5%	-$2.57K	0.55%	62
2019 Q4	$475K	Buy	+19,450	New	+$482K	0.41%	69

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Loveless Wealth Management's HCSG Position: Q4 2021 in Review

Loveless Wealth Management sold out of Healthcare Services Group (HCSG) in Q4 2021, closing a stake of 8,820 shares — an estimated $220K sold.

Loveless Wealth Management first reported a position in HCSG in Q4 2019 and held it in 8 quarters. The position peaked at $475K in Q4 2019. 224 funds tracked by Wall St. Rank hold HCSG as of Q4 2021.

Loveless Wealth Management reported no remaining Healthcare Services Group position as of Q4 2021 after selling out during the quarter.
Loveless Wealth Management sold 8,820 Healthcare Services Group shares in Q4 2021, an estimated $220K.
Loveless Wealth Management first reported a position in Healthcare Services Group in Q4 2019 and held it in 8 quarters.
Loveless Wealth Management's Healthcare Services Group position peaked at $475K in Q4 2019.
224 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2021.

Based on Loveless Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.