OQS
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Occudo Quantitative Strategies’s HCI Group HCI Stock Holding History

Occudo Quantitative Strategies’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
2024
Q1 		– Sell
-6,151
Closed -$538K – 858
2023
Q4 		$538K Buy
+6,151
New +$450K 0.07% 372
2022
Q3 		– Sell
-5,298
Closed -$359K – 1287
2022
Q2 		$359K Buy
+5,298
New +$350K 0.03% 729

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Occudo Quantitative Strategies's HCI Position: Q1 2024 in Review

Occudo Quantitative Strategies sold out of HCI Group (HCI) in Q1 2024, closing a stake of 6,151 shares — an estimated $538K sold.

Occudo Quantitative Strategies first reported a position in HCI in Q2 2022 and held it in 2 quarters. The position peaked at $538K in Q4 2023. 193 funds tracked by Wall St. Rank hold HCI as of Q1 2024.

  • Occudo Quantitative Strategies reported no remaining HCI Group position as of Q1 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,151 HCI Group shares in Q1 2024, an estimated $538K.
  • Occudo Quantitative Strategies first reported a position in HCI Group in Q2 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's HCI Group position peaked at $538K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held HCI Group as of Q1 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2024, filed 15 May 2024.