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SummerHaven Investment Management’s Healthcare Services Group HCSG Stock Holding History

SummerHaven Investment Management’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
2025
Q3 		– Sell
-75,317
Closed -$1.13M – 246
2025
Q2 		$1.13M Buy
75,317
+1,476
+2% +$19.6K 0.74% 26
2025
Q1 		$744K Buy
73,841
+1,297
+2% +$14.2K 0.52% 88
2024
Q4 		$843K Hold
72,544
– – 0.52% 81
2024
Q3 		$810K Buy
+72,544
New +$796K 0.49% 113

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
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummerHaven Investment Management's HCSG Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Healthcare Services Group (HCSG) in Q3 2025, closing a stake of 75,317 shares — an estimated $1.13M sold.

SummerHaven Investment Management first reported a position in HCSG in Q3 2024 and held it in 4 quarters. The position peaked at $1.13M in Q2 2025. 223 funds tracked by Wall St. Rank hold HCSG as of Q3 2025.

  • SummerHaven Investment Management reported no remaining Healthcare Services Group position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 75,317 Healthcare Services Group shares in Q3 2025, an estimated $1.13M.
  • SummerHaven Investment Management first reported a position in Healthcare Services Group in Q3 2024 and held it in 4 quarters.
  • SummerHaven Investment Management's Healthcare Services Group position peaked at $1.13M in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.