Valeo Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Valeo Financial Advisors’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
2020 Q3	–	Sell	-70	Closed	-$2K	–	1812
2020 Q2	$2K	Buy	70 +19	+37%	+$450	﹤0.01%	1758
2020 Q1	$1K	Hold	51	–	–	﹤0.01%	1652
2019 Q4	$1K	Sell	51 -217	-81%	-$5.38K	﹤0.01%	1536
2019 Q3	$7K	Hold	268	–	–	﹤0.01%	1117
2019 Q2	$8K	Hold	268	–	–	﹤0.01%	1081
2019 Q1	$9K	Buy	268 +32	+14%	+$1.23K	﹤0.01%	993
2018 Q4	$9K	Sell	236 -4	-2%	-$169	﹤0.01%	907
2018 Q3	$10K	Hold	240	–	–	﹤0.01%	967
2018 Q2	$10K	Buy	240 +33	+16%	+$1.31K	﹤0.01%	939
2018 Q1	$9K	Buy	207 +159	+331%	+$7.78K	﹤0.01%	955
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	1113
2017 Q3	$3K	Buy	+48	New	+$2.47K	﹤0.01%	958

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Valeo Financial Advisors's HCSG Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Healthcare Services Group (HCSG) in Q3 2020, closing a stake of 70 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in HCSG in Q3 2017 and held it in 12 quarters. The position peaked at $10K in Q3 2018. 242 funds tracked by Wall St. Rank hold HCSG as of Q3 2020.

Valeo Financial Advisors reported no remaining Healthcare Services Group position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 70 Healthcare Services Group shares in Q3 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Healthcare Services Group in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's Healthcare Services Group position peaked at $10K in Q3 2018.
242 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.