Bank of Montreal
HCAT icon

Bank of Montreal’s Health Catalyst HCAT Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-1
Closed -$8 – 3713
2024
Q3 		$8 Buy
+1
New +$7 ﹤0.01% 3814
2024
Q2 		– Sell
-44,816
Closed -$340K – 4021
2024
Q1 		$340K Buy
+44,816
New +$409K ﹤0.01% 2705
2023
Q4 		– Sell
-38,224
Closed -$419K – 4117
2023
Q3 		$419K Buy
+38,224
New +$456K ﹤0.01% 2567
2022
Q3 		– Sell
-19,533
Closed -$328 – 4205
2022
Q2 		$328 Buy
+19,533
New +$333K ﹤0.01% 2953
2022
Q1 		– Sell
-10,808
Closed -$438K – 4207
2021
Q4 		$438K Sell
10,808
-188,031
-95% -$8.57M ﹤0.01% 2491
2021
Q3 		$10.5M Sell
198,839
-88,035
-31% -$4.8M ﹤0.01% 1264
2021
Q2 		$16.4M Buy
286,874
+280,309
+4,270% +$14.9M 0.01% 1011
2021
Q1 		$321K Sell
6,565
-4,182
-39% -$203K ﹤0.01% 2896
2020
Q4 		$482K Buy
10,747
+3,657
+52% +$135K ﹤0.01% 2725
2020
Q3 		$251K Buy
7,090
+4,258
+150% +$145K ﹤0.01% 2636
2020
Q2 		$92K Buy
+2,832
New +$78.3K ﹤0.01% 3129
2020
Q1 		– Sell
-55,479
Closed -$1.93M – 4333
2019
Q4 		$1.93M Buy
+55,479
New +$1.84M ﹤0.01% 1900

Other funds holding HCAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Bank of Montreal's HCAT Position: Q4 2024 in Review

Bank of Montreal sold out of Health Catalyst (HCAT) in Q4 2024, closing a stake of 1 share — an estimated $8 sold.

Bank of Montreal first reported a position in HCAT in Q4 2019 and held it in 12 quarters. The position peaked at $16.4M in Q2 2021. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2024.

  • Bank of Montreal reported no remaining Health Catalyst position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1 Health Catalyst share in Q4 2024, an estimated $8.
  • Bank of Montreal first reported a position in Health Catalyst in Q4 2019 and held it in 12 quarters.
  • Bank of Montreal's Health Catalyst position peaked at $16.4M in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.