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United Capital Financial Advisors’s HUTCHMED HCM Stock Holding History

United Capital Financial Advisors’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,841
Closed -$262K – 1152
2022
Q1 		$262K Sell
13,841
-352
-2% -$8.96K ﹤0.01% 1034
2021
Q4 		$498K Buy
14,193
+905
+7% +$29.4K ﹤0.01% 862
2021
Q3 		$486K Buy
13,288
+675
+5% +$26.5K ﹤0.01% 865
2021
Q2 		$495K Buy
12,613
+581
+5% +$16.8K ﹤0.01% 860
2021
Q1 		$340K Buy
12,032
+353
+3% +$11.3K ﹤0.01% 954
2020
Q4 		$374K Buy
+11,679
New +$359K ﹤0.01% 929

Other funds holding HCM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

United Capital Financial Advisors's HCM Position: Q2 2022 in Review

United Capital Financial Advisors sold out of HUTCHMED (HCM) in Q2 2022, closing a stake of 13,841 shares — an estimated $262K sold.

United Capital Financial Advisors first reported a position in HCM in Q4 2020 and held it in 6 quarters. The position peaked at $498K in Q4 2021. 116 funds tracked by Wall St. Rank hold HCM as of Q2 2022.

  • United Capital Financial Advisors reported no remaining HUTCHMED position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,841 HUTCHMED shares in Q2 2022, an estimated $262K.
  • United Capital Financial Advisors first reported a position in HUTCHMED in Q4 2020 and held it in 6 quarters.
  • United Capital Financial Advisors's HUTCHMED position peaked at $498K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held HUTCHMED as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.