Marsico Capital Management’s Healthcare Services Group HCSG Stock Holding History

Marsico Capital 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
2019 Q3	–	Sell	-91,887	Closed	-$2.79M	–	88
2019 Q2	$2.79M	Sell	91,887 -46,329	-34%	-$1.53M	0.1%	77
2019 Q1	$4.56M	Buy	138,216 +21,934	+19%	+$840K	0.16%	61
2018 Q4	$4.67M	Hold	116,282	–	–	0.2%	52
2018 Q3	$4.72M	Buy	116,282 +16,886	+17%	+$701K	0.16%	61
2018 Q2	$4.29M	Buy	99,396 +12,179	+14%	+$484K	0.15%	58
2018 Q1	$3.79M	Hold	87,217	–	–	0.14%	60
2017 Q4	$4.6M	Sell	87,217 -15,900	-15%	-$833K	0.18%	62
2017 Q3	$5.57M	Sell	103,117 -13,327	-11%	-$685K	0.22%	50
2017 Q2	$5.45M	Hold	116,444	–	–	0.23%	58
2017 Q1	$5.02M	Hold	116,444	–	–	0.22%	62
2016 Q4	$4.56M	Sell	116,444 -19,105	-14%	-$730K	0.2%	60
2016 Q3	$5.37M	Hold	135,549	–	–	0.2%	57
2016 Q2	$5.61M	Hold	135,549	–	–	0.19%	58
2016 Q1	$4.99M	Buy	135,549 +19,139	+16%	+$665K	0.15%	57
2015 Q4	$4.06M	Sell	116,410 -285,792	-71%	-$10.4M	0.07%	73
2015 Q3	$13.6M	Buy	+402,202	New	+$13.6M	0.14%	72

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marsico Capital Management's HCSG Position: Q3 2019 in Review

Marsico Capital Management sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 91,887 shares — an estimated $2.79M sold.

Marsico Capital Management first reported a position in HCSG in Q3 2015 and held it in 16 quarters. The position peaked at $13.6M in Q3 2015. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

Marsico Capital Management reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
Marsico Capital Management sold 91,887 Healthcare Services Group shares in Q3 2019, an estimated $2.79M.
Marsico Capital Management first reported a position in Healthcare Services Group in Q3 2015 and held it in 16 quarters.
Marsico Capital Management's Healthcare Services Group position peaked at $13.6M in Q3 2015.
240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on Marsico Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.