YWP
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YorkBridge Wealth Partners’s Henry Schein HSIC Stock Holding History

YorkBridge Wealth Partners’s Portfolio HSIC Stock Details HSIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-22
Closed -$2K – 385
2019
Q2 		$2K Sell
22
-12
-35% -$793 ﹤0.01% 702
2019
Q1 		$2K Sell
34
-60
-64% -$3.62K ﹤0.01% 700
2018
Q4 		$6K Sell
94
-2,080
-96% -$137K ﹤0.01% 615
2018
Q3 		$148K Sell
2,174
-52
-2% -$3.24K 0.07% 214
2018
Q2 		$127K Buy
2,226
+58
+3% +$3.27K 0.06% 249
2018
Q1 		$119K Buy
2,168
+257
+13% +$14.2K 0.05% 267
2017
Q4 		$108K Buy
1,911
+475
+33% +$27.6K 0.05% 277
2017
Q3 		$92K Sell
1,436
-18
-1% -$1.23K 0.05% 300
2017
Q2 		$104K Buy
1,454
+72
+5% +$5.02K 0.06% 264
2017
Q1 		$95K Buy
1,382
+293
+27% +$19K 0.05% 271
2016
Q4 		$65K Buy
+1,089
New +$65.7K 0.04% 323

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return