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Aperio Group’s HealthStream HSTM Stock Holding History

Aperio Group’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
2020
Q4 		$253K Sell
11,620
-10,748
-48% -$216K ﹤0.01% 2247
2020
Q3 		$448K Buy
22,368
+3,266
+17% +$69.4K ﹤0.01% 1868
2020
Q2 		$423K Buy
19,102
+103
+0.5% +$2.39K ﹤0.01% 1850
2020
Q1 		$455K Buy
18,999
+10,686
+129% +$268K ﹤0.01% 1702
2019
Q4 		$226K Buy
+8,313
New +$229K ﹤0.01% 2164
2019
Q3 		– Sell
-5,434
Closed -$141K – 2515
2019
Q2 		$141K Buy
+5,434
New +$143K ﹤0.01% 2293

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Aperio Group's HSTM Position: Q4 2020 in Review

Aperio Group reduced its HealthStream (HSTM) stake by 48% in Q4 2020, selling an estimated $216K and leaving 11,620 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Aperio Group first reported a position in HSTM in Q2 2019 and has held it in 6 quarters since. The position peaked at $455K in Q1 2020. 149 funds tracked by Wall St. Rank hold HSTM as of Q4 2020.

  • Aperio Group held 11,620 shares of HealthStream worth $253K as of Q4 2020.
  • Aperio Group sold 10,748 HealthStream shares in Q4 2020, an estimated $216K.
  • HealthStream made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2247 holding.
  • Aperio Group first reported a position in HealthStream in Q2 2019 and has held it in 6 quarters since.
  • Aperio Group's HealthStream position peaked at $455K in Q1 2020.
  • 149 funds tracked by Wall St. Rank held HealthStream as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.