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Sowell Financial Services’s Healthcare Services Group HCSG Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-91
Closed -$2K – 2755
2020
Q3 		$2K Hold
91
– – ﹤0.01% 2222
2020
Q2 		$2K Hold
91
– – ﹤0.01% 2157
2020
Q1 		$2K Hold
91
– – ﹤0.01% 2070
2019
Q4 		$2K Hold
91
– – ﹤0.01% 2193
2019
Q3 		$2K Buy
+91
New +$2.3K ﹤0.01% 2078

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $100B AUM 36.93% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

Sowell Financial Services's HCSG Position: Q4 2020 in Review

Sowell Financial Services sold out of Healthcare Services Group (HCSG) in Q4 2020, closing a stake of 91 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in HCSG in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 237 funds tracked by Wall St. Rank hold HCSG as of Q4 2020.

  • Sowell Financial Services reported no remaining Healthcare Services Group position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 91 Healthcare Services Group shares in Q4 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Healthcare Services Group in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Healthcare Services Group position peaked at $2K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.