MWM
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Mission Wealth Management’s Henry Schein HSIC Stock Holding History

Mission Wealth Management’s Portfolio HSIC Stock Details HSIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,636
Closed -$577K – 451
2020
Q4 		$577K Buy
8,636
+3,012
+54% +$194K 0.04% 204
2020
Q3 		$331K Buy
5,624
+375
+7% +$24.1K 0.02% 260
2020
Q2 		$306K Buy
5,249
+371
+8% +$20.7K 0.03% 251
2020
Q1 		$246K Sell
4,878
-17
-0.3% -$1.08K 0.03% 248
2019
Q4 		$327K Buy
4,895
+134
+3% +$8.86K 0.03% 240
2019
Q3 		$302K Sell
4,761
-254
-5% -$16.4K 0.03% 233
2019
Q2 		$351K Buy
5,015
+116
+2% +$7.67K 0.04% 212
2019
Q1 		$294K Sell
4,899
-620
-11% -$37.4K 0.03% 228
2018
Q4 		$340K Buy
5,519
+232
+4% +$15.3K 0.04% 186
2018
Q3 		$353K Buy
5,287
+1,119
+27% +$69.7K 0.05% 189
2018
Q2 		$237K Sell
4,168
-1,295
-24% -$73K 0.04% 226
2018
Q1 		$288K Buy
5,463
+427
+8% +$23.7K 0.05% 166
2017
Q4 		$276K Buy
+5,036
New +$292K 0.05% 162

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return