Wellington Management Group
HCSG icon

Wellington Management Group’s Healthcare Services Group HCSG Stock Holding History

Wellington Management Group’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
2024
Q1 		– Sell
-73,478
Closed -$762K – 1929
2023
Q4 		$762K Sell
73,478
-238,367
-76% -$2.38M ﹤0.01% 1666
2023
Q3 		$3.25M Buy
+311,845
New +$3.88M ﹤0.01% 1383
2021
Q1 		– Sell
-15,359
Closed -$432K – 2130
2020
Q4 		$432K Sell
15,359
-4,022,618
-100% -$97.3M ﹤0.01% 1743
2020
Q3 		$86.9M Sell
4,037,977
-174,017
-4% -$4.06M 0.02% 557
2020
Q2 		$103M Sell
4,211,994
-85,019
-2% -$2.01M 0.02% 513
2020
Q1 		$103M Sell
4,297,013
-148,359
-3% -$3.81M 0.03% 455
2019
Q4 		$108M Sell
4,445,372
-67,410
-1% -$1.67M 0.02% 543
2019
Q3 		$110M Buy
4,512,782
+133,328
+3% +$3.37M 0.02% 523
2019
Q2 		$133M Buy
+4,379,454
New +$145M 0.03% 483

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State Street
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Morgan Stanley
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Dimensional Fund Advisors
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MAMU
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return