BBNB
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Baker Boyer National Bank’s Health Catalyst HCAT Stock Holding History

Baker Boyer National Bank’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
Q3 		– Sell
-24,607
Closed -$308K – 84
2023
Q2 		$308K Hold
24,607
– – 0.11% 72
2023
Q1 		$287K Hold
24,607
– – 0.11% 70
2022
Q4 		$262K Hold
24,607
– – 0.11% 70
2022
Q3 		$239K Buy
24,607
+10,226
+71% +$135K 0.11% 72
2022
Q2 		$208K Sell
14,381
-30,230
-68% -$515K 0.11% 78
2022
Q1 		$1.17M Hold
44,611
– – 0.56% 25
2021
Q4 		$1.77M Buy
+44,611
New +$2.03M 0.81% 22
2021
Q2 		$208K Buy
+14,381
New +$766K 0.11% 78

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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return