BMSSC
HCAT icon

B. Metzler seel. Sohn & Co’s Health Catalyst HCAT Stock Holding History

B. Metzler seel. Sohn & Co’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-85,740
Closed -$868K – 758
2023
Q3 		$868K Sell
85,740
-75,642
-47% -$903K 0.01% 493
2023
Q2 		$2.02M Buy
161,382
+86,348
+115% +$1.03M 0.03% 376
2023
Q1 		$876K Buy
75,034
+5,928
+9% +$75.6K 0.01% 462
2022
Q4 		$735K Hold
69,106
– – 0.01% 487
2022
Q3 		$670K Buy
69,106
+2,858
+4% +$37.8K 0.01% 492
2022
Q2 		$960K Buy
66,248
+13,385
+25% +$228K 0.02% 443
2022
Q1 		$1.38M Buy
+52,863
New +$1.5M 0.02% 417

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return