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SteelPeak Wealth’s Healthcare Services Group HCSG Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-13,739
Closed -$191K – 469
2023
Q1 		$191K Buy
+13,739
New +$181K 0.01% 351
2022
Q4 		– Sell
-10,923
Closed -$132K – 447
2022
Q3 		$132K Sell
10,923
-189
-2% -$2.79K 0.01% 375
2022
Q2 		$193K Buy
+11,112
New +$192K 0.01% 372

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SteelPeak Wealth's HCSG Position: Q2 2023 in Review

SteelPeak Wealth sold out of Healthcare Services Group (HCSG) in Q2 2023, closing a stake of 13,739 shares — an estimated $191K sold.

SteelPeak Wealth first reported a position in HCSG in Q2 2022 and held it in 3 quarters. The position peaked at $193K in Q2 2022. 203 funds tracked by Wall St. Rank hold HCSG as of Q2 2023.

  • SteelPeak Wealth reported no remaining Healthcare Services Group position as of Q2 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 13,739 Healthcare Services Group shares in Q2 2023, an estimated $191K.
  • SteelPeak Wealth first reported a position in Healthcare Services Group in Q2 2022 and held it in 3 quarters.
  • SteelPeak Wealth's Healthcare Services Group position peaked at $193K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.