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

Steward Financial Group’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
2022
Q3 		– Sell
-28
Closed – – 612
2022
Q2 		$0 Buy
+28
New +$483 ﹤0.01% 1135

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State Street
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Mackenzie Financial
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Steward Financial Group's HCSG Position: Q3 2022 in Review

Steward Financial Group sold out of Healthcare Services Group (HCSG) in Q3 2022, closing a stake of 28 shares.

Steward Financial Group first reported a position in HCSG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 212 funds tracked by Wall St. Rank hold HCSG as of Q3 2022.

  • Steward Financial Group reported no remaining Healthcare Services Group position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 28 Healthcare Services Group shares in Q3 2022.
  • Steward Financial Group first reported a position in Healthcare Services Group in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's Healthcare Services Group position peaked at $0 in Q2 2022.
  • 212 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.