Steward Partners Investment Advisory’s HCI Group HCI Stock Holding History

Steward Partners Investment Advisory’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-689	Closed	-$63.5K	–	3791
2024 Q2	$63.5K	Buy	689 +155	+29%	+$16.2K	﹤0.01%	1987
2024 Q1	$62K	Buy	+534	New	+$52.4K	﹤0.01%	1995
2018 Q2	–	Sell	-55	Closed	-$2K	–	2486
2018 Q1	$2K	Hold	55	–	–	﹤0.01%	2006
2017 Q4	$1K	Hold	55	–	–	﹤0.01%	1782
2017 Q3	$2K	Hold	55	–	–	﹤0.01%	1492
2017 Q2	$2K	Hold	55	–	–	﹤0.01%	1415
2017 Q1	$2K	Hold	55	–	–	﹤0.01%	1307
2016 Q4	$2K	Buy	+55	New	+$1.76K	﹤0.01%	758

Other funds holding HCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's HCI Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of HCI Group (HCI) in Q3 2024, closing a stake of 689 shares — an estimated $63.5K sold.

Steward Partners Investment Advisory first reported a position in HCI in Q4 2016 and held it in 8 quarters. The position peaked at $63.5K in Q2 2024. 204 funds tracked by Wall St. Rank hold HCI as of Q3 2024.

Steward Partners Investment Advisory reported no remaining HCI Group position as of Q3 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 689 HCI Group shares in Q3 2024, an estimated $63.5K.
Steward Partners Investment Advisory first reported a position in HCI Group in Q4 2016 and held it in 8 quarters.
Steward Partners Investment Advisory's HCI Group position peaked at $63.5K in Q2 2024.
204 funds tracked by Wall St. Rank held HCI Group as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.