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Savant Capital’s Healthcare Services Group HCSG Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-17,603
Closed -$204K – 1233
2024
Q4 		$204K Sell
17,603
-2,263
-11% -$25.8K ﹤0.01% 1317
2024
Q3 		$222K Buy
19,866
+1,672
+9% +$18.3K ﹤0.01% 1234
2024
Q2 		$192K Buy
18,194
+294
+2% +$3.26K ﹤0.01% 1141
2024
Q1 		$223K Buy
+17,900
New +$198K ﹤0.01% 995

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Savant Capital's HCSG Position: Q1 2025 in Review

Savant Capital sold out of Healthcare Services Group (HCSG) in Q1 2025, closing a stake of 17,603 shares — an estimated $204K sold.

Savant Capital first reported a position in HCSG in Q1 2024 and held it in 4 quarters. The position peaked at $223K in Q1 2024. 204 funds tracked by Wall St. Rank hold HCSG as of Q1 2025.

  • Savant Capital reported no remaining Healthcare Services Group position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 17,603 Healthcare Services Group shares in Q1 2025, an estimated $204K.
  • Savant Capital first reported a position in Healthcare Services Group in Q1 2024 and held it in 4 quarters.
  • Savant Capital's Healthcare Services Group position peaked at $223K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.