PMFA
HCSG icon

Plante Moran Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Plante Moran Financial Advisors’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
2021
Q4 		– Sell
-205
Closed -$5K – 1043
2021
Q3 		$5K Buy
+205
New +$5.54K ﹤0.01% 783

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Plante Moran Financial Advisors's HCSG Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Healthcare Services Group (HCSG) in Q4 2021, closing a stake of 205 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in HCSG in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 224 funds tracked by Wall St. Rank hold HCSG as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Healthcare Services Group position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 205 Healthcare Services Group shares in Q4 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Healthcare Services Group in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Healthcare Services Group position peaked at $5K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.