WCM Investment Management
HCSG icon

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

WCM 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
2022
Q1 		– Sell
-745,297
Closed -$13.3M – 206
2021
Q4 		$13.3M Sell
745,297
-24,654
-3% -$479K 0.03% 111
2021
Q3 		$19.2M Buy
769,951
+19,624
+3% +$531K 0.04% 77
2021
Q2 		$23.7M Buy
750,327
+45,853
+7% +$1.39M 0.06% 63
2021
Q1 		$19.7M Buy
704,474
+87,249
+14% +$2.63M 0.05% 66
2020
Q4 		$17.3M Buy
617,225
+10,368
+2% +$251K 0.05% 65
2020
Q3 		$13.1M Sell
606,857
-185,760
-23% -$4.33M 0.05% 66
2020
Q2 		$19.4M Buy
792,617
+10,151
+1% +$240K 0.07% 49
2020
Q1 		$18.7M Buy
782,466
+63,868
+9% +$1.64M 0.1% 43
2019
Q4 		$17.5M Buy
718,598
+343,708
+92% +$8.52M 0.09% 46
2019
Q3 		$9.11M Buy
+374,890
New +$9.46M 0.05% 57

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WCM Investment Management's HCSG Position: Q1 2022 in Review

WCM Investment Management sold out of Healthcare Services Group (HCSG) in Q1 2022, closing a stake of 745,297 shares — an estimated $13.3M sold.

WCM Investment Management first reported a position in HCSG in Q3 2019 and held it in 10 quarters. The position peaked at $23.7M in Q2 2021. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2022.

  • WCM Investment Management reported no remaining Healthcare Services Group position as of Q1 2022 after selling out during the quarter.
  • WCM Investment Management sold 745,297 Healthcare Services Group shares in Q1 2022, an estimated $13.3M.
  • WCM Investment Management first reported a position in Healthcare Services Group in Q3 2019 and held it in 10 quarters.
  • WCM Investment Management's Healthcare Services Group position peaked at $23.7M in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2022.

Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.