Velan Capital Investment Management’s Healthcare Services Group HCSG Stock Holding History

Velan Capital 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
2023 Q1	–	Sell	-127,252	Closed	-$1.53M	–	33
2022 Q4	$1.53M	Sell	127,252 -272,748	-68%	-$3.6M	1.35%	16
2022 Q3	$4.84M	Buy	400,000 +227,000	+131%	+$3.35M	4.8%	7
2022 Q2	$3.01M	Buy	173,000 +50,000	+41%	+$862K	3.06%	10
2022 Q1	$2.28M	Hold	123,000	–	–	2.12%	15
2021 Q4	$2.19M	Buy	+123,000	New	+$2.39M	1.7%	17

Other funds holding HCSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Velan Capital Investment Management's HCSG Position: Q1 2023 in Review

Velan Capital Investment Management sold out of Healthcare Services Group (HCSG) in Q1 2023, closing a stake of 127,252 shares — an estimated $1.53M sold.

Velan Capital Investment Management first reported a position in HCSG in Q4 2021 and held it in 5 quarters. The position peaked at $4.84M in Q3 2022. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2023.

Velan Capital Investment Management reported no remaining Healthcare Services Group position as of Q1 2023 after selling out during the quarter.
Velan Capital Investment Management sold 127,252 Healthcare Services Group shares in Q1 2023, an estimated $1.53M.
Velan Capital Investment Management first reported a position in Healthcare Services Group in Q4 2021 and held it in 5 quarters.
Velan Capital Investment Management's Healthcare Services Group position peaked at $4.84M in Q3 2022.
213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2023.

Based on Velan Capital Investment Management's 13F filing for Q1 2023, filed 15 May 2023.