MGO One Seven’s HCI Group HCI Stock Holding History

MGO One Seven’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 Q4	–	Sell	-1,118	Closed	-$215K	–	1438
2025 Q3	$215K	Buy	+1,118	New	+$177K	0.01%	1217
2025 Q2	–	Sell	-2,138	Closed	-$319K	–	1231
2025 Q1	$319K	Sell	2,138 -2,202	-51%	-$279K	0.01%	792
2024 Q4	$506K	Buy	4,340 +1,134	+35%	+$129K	0.02%	622
2024 Q3	$343K	Sell	3,206 -217	-6%	-$20.6K	0.01%	713
2024 Q2	$315K	Sell	3,423 -180	-5%	-$18.8K	0.02%	751
2024 Q1	$418K	Sell	3,603 -1,320	-27%	-$130K	0.02%	590
2023 Q4	$430K	Sell	4,923 -204	-4%	-$14.9K	0.03%	585
2023 Q3	$278K	Sell	5,127 -3,896	-43%	-$222K	0.02%	645
2023 Q2	$557K	Buy	9,023 +202	+2%	+$11.1K	0.05%	386
2023 Q1	$473K	Buy	8,821 +2,424	+38%	+$122K	0.03%	489
2022 Q4	$253K	Buy	6,397 +30	+0.5%	+$1.1K	0.03%	609
2022 Q3	$249	Sell	6,367 -6	-0.1%	-$344	0.01%	592
2022 Q2	$432K	Buy	6,373 +1,146	+22%	+$75.7K	0.06%	361
2022 Q1	$356K	Buy	+5,227	New	+$357K	0.04%	463

Other funds holding HCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

American Century Companies

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

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

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

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

Dimensional Fund Advisors

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

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Geode Capital Management

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