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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 – 384
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 $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $22.8B AUM 25.09% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

YorkBridge Wealth Partners's HSIC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Henry Schein (HSIC) in Q3 2019, closing a stake of 22 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in HSIC in Q4 2016 and held it in 11 quarters. The position peaked at $148K in Q3 2018. 518 funds tracked by Wall St. Rank hold HSIC as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Henry Schein position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 22 Henry Schein shares in Q3 2019, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Henry Schein in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Henry Schein position peaked at $148K in Q3 2018.
  • 518 funds tracked by Wall St. Rank held Henry Schein as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.