Altshuler Shaham’s HealthStream HSTM Stock Holding History

Altshuler Shaham’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,181	Closed	-$32K	–	352
2023 Q1	$32K	Sell	1,181 -1,245	-51%	-$31K	﹤0.01%	246
2022 Q4	$60.3K	Buy	2,426 +1,225	+102%	+$29.4K	﹤0.01%	186
2022 Q3	$26K	Buy	+1,201	New	+$27.3K	﹤0.01%	342
2021 Q4	–	Sell	-4,008	Closed	-$115K	–	589
2021 Q3	$115K	Sell	4,008 -98	-2%	-$2.86K	﹤0.01%	308
2021 Q2	$115K	Buy	+4,106	New	+$103K	﹤0.01%	302
2019 Q4	–	Sell	-371	Closed	-$10K	–	553
2019 Q3	$10K	Buy	+371	New	+$9.96K	﹤0.01%	278

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Altshuler Shaham's HSTM Position: Q2 2023 in Review

Altshuler Shaham sold out of HealthStream (HSTM) in Q2 2023, closing a stake of 1,181 shares — an estimated $32K sold.

Altshuler Shaham first reported a position in HSTM in Q3 2019 and held it in 6 quarters. The position peaked at $115K in Q3 2021. 172 funds tracked by Wall St. Rank hold HSTM as of Q2 2023.

Altshuler Shaham reported no remaining HealthStream position as of Q2 2023 after selling out during the quarter.
Altshuler Shaham sold 1,181 HealthStream shares in Q2 2023, an estimated $32K.
Altshuler Shaham first reported a position in HealthStream in Q3 2019 and held it in 6 quarters.
Altshuler Shaham's HealthStream position peaked at $115K in Q3 2021.
172 funds tracked by Wall St. Rank held HealthStream as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.