Polen Capital Management
HCSG icon

Polen Capital Management’s Healthcare Services Group HCSG Stock Holding History

Polen Capital Management’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
2019
Q2 		– Sell
-17,823
Closed -$588K – 58
2019
Q1 		$588K Buy
17,823
+1,145
+7% +$43.9K ﹤0.01% 54
2018
Q4 		$670K Buy
16,678
+5,336
+47% +$226K ﹤0.01% 42
2018
Q3 		$461K Buy
11,342
+952
+9% +$39.5K ﹤0.01% 51
2018
Q2 		$449K Buy
10,390
+1,125
+12% +$44.7K ﹤0.01% 45
2018
Q1 		$403K Buy
9,265
+2,766
+43% +$135K ﹤0.01% 41
2017
Q4 		$343K Buy
+6,499
New +$341K ﹤0.01% 37

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

Polen Capital Management's HCSG Position: Q2 2019 in Review

Polen Capital Management sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 17,823 shares — an estimated $588K sold.

Polen Capital Management first reported a position in HCSG in Q4 2017 and held it in 6 quarters. The position peaked at $670K in Q4 2018. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Polen Capital Management reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Polen Capital Management sold 17,823 Healthcare Services Group shares in Q2 2019, an estimated $588K.
  • Polen Capital Management first reported a position in Healthcare Services Group in Q4 2017 and held it in 6 quarters.
  • Polen Capital Management's Healthcare Services Group position peaked at $670K in Q4 2018.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

Based on Polen Capital Management's 13F filing for Q2 2019, filed 12 Aug 2019.