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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Boyer National Bank's HCAT Position: Q3 2023 in Review

Baker Boyer National Bank sold out of Health Catalyst (HCAT) in Q3 2023, closing a stake of 24,607 shares — an estimated $308K sold.

Baker Boyer National Bank first reported a position in HCAT in Q2 2021 and held it in 8 quarters. The position peaked at $1.77M in Q4 2021. 159 funds tracked by Wall St. Rank hold HCAT as of Q3 2023.

Baker Boyer National Bank reported no remaining Health Catalyst position as of Q3 2023 after selling out during the quarter.
Baker Boyer National Bank sold 24,607 Health Catalyst shares in Q3 2023, an estimated $308K.
Baker Boyer National Bank first reported a position in Health Catalyst in Q2 2021 and held it in 8 quarters.
Baker Boyer National Bank's Health Catalyst position peaked at $1.77M in Q4 2021.
159 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2023.

Based on Baker Boyer National Bank's 13F filing for Q3 2023, filed 12 Oct 2023.