Steward Partners Investment Advisory’s Healthcare Services Group HCSG Stock Holding History

Steward Partners Investment Advisory’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	-40	Closed	-$1K	–	3292
2022 Q2	$1K	Buy	+40	New	+$690	﹤0.01%	3119
2020 Q4	–	Sell	-70	Closed	-$2K	–	2934
2020 Q3	$2K	Buy	+70	New	+$1.63K	﹤0.01%	2570
2018 Q4	–	Sell	-44	Closed	-$2K	–	1340
2018 Q3	$2K	Buy	+44	New	+$1.83K	﹤0.01%	2368
2017 Q3	–	Sell	-48	Closed	-$2K	–	1709
2017 Q2	$2K	Hold	48	–	–	﹤0.01%	1416
2017 Q1	$2K	Buy	+48	New	+$1.97K	﹤0.01%	1308

Other funds holding HCSG

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

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 Partners Investment Advisory's HCSG Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Healthcare Services Group (HCSG) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in HCSG in Q1 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 212 funds tracked by Wall St. Rank hold HCSG as of Q3 2022.

Steward Partners Investment Advisory reported no remaining Healthcare Services Group position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 40 Healthcare Services Group shares in Q3 2022, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Healthcare Services Group in Q1 2017 and held it in 5 quarters.
Steward Partners Investment Advisory's Healthcare Services Group position peaked at $2K in Q3 2020.
212 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.