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Advisory Research’s Definitive Healthcare DH Stock Holding History

Advisory Research’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,291
Closed -$328K – 365
2022
Q2 		$328K Sell
14,291
-5,666
-28% -$121K 0.03% 271
2022
Q1 		$492K Buy
+19,957
New +$451K 0.04% 247

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Advisory Research's DH Position: Q3 2022 in Review

Advisory Research sold out of Definitive Healthcare (DH) in Q3 2022, closing a stake of 14,291 shares — an estimated $328K sold.

Advisory Research first reported a position in DH in Q1 2022 and held it in 2 quarters. The position peaked at $492K in Q1 2022. 123 funds tracked by Wall St. Rank hold DH as of Q3 2022.

  • Advisory Research reported no remaining Definitive Healthcare position as of Q3 2022 after selling out during the quarter.
  • Advisory Research sold 14,291 Definitive Healthcare shares in Q3 2022, an estimated $328K.
  • Advisory Research first reported a position in Definitive Healthcare in Q1 2022 and held it in 2 quarters.
  • Advisory Research's Definitive Healthcare position peaked at $492K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.