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Orion Portfolio Solutions’s Healthcare Services Group HCSG Stock Holding History

Orion Portfolio Solutions’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
2023
Q1 		– Sell
-37,916
Closed -$455K – 1574
2022
Q4 		$455K Buy
37,916
+10,603
+39% +$140K 0.02% 525
2022
Q3 		$330K Buy
+27,313
New +$403K 0.01% 537
2020
Q2 		– Sell
-16
Closed – – 2298
2020
Q1 		$0 Sell
16
-10
-38% -$257 ﹤0.01% 2060
2019
Q4 		$1K Buy
+26
New +$644 ﹤0.01% 1663

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Orion Portfolio Solutions's HCSG Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of Healthcare Services Group (HCSG) in Q1 2023, closing a stake of 37,916 shares — an estimated $455K sold.

Orion Portfolio Solutions first reported a position in HCSG in Q4 2019 and held it in 4 quarters. The position peaked at $455K in Q4 2022. 214 funds tracked by Wall St. Rank hold HCSG as of Q1 2023.

  • Orion Portfolio Solutions reported no remaining Healthcare Services Group position as of Q1 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 37,916 Healthcare Services Group shares in Q1 2023, an estimated $455K.
  • Orion Portfolio Solutions first reported a position in Healthcare Services Group in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's Healthcare Services Group position peaked at $455K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.