Bellevue Group’s Health Catalyst HCAT Stock Holding History

Bellevue Group’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
2022 Q3	–	Sell	-424,611	Closed	-$6.15M	–	179
2022 Q2	$6.15M	Hold	424,611	–	–	0.09%	109
2022 Q1	$11.1M	Sell	424,611 -268,055	-39%	-$7.61M	0.13%	104
2021 Q4	$27.4M	Sell	692,666 -34,567	-5%	-$1.58M	0.28%	91
2021 Q3	$36.4M	Sell	727,233 -26,388	-4%	-$1.44M	0.37%	84
2021 Q2	$41.8M	Buy	753,621 +11,766	+2%	+$627K	0.41%	77
2021 Q1	$34.7M	Buy	741,855 +121,645	+20%	+$5.89M	0.37%	84
2020 Q4	$27M	Buy	620,210 +98,314	+19%	+$3.63M	0.31%	85
2020 Q3	$19.1M	Buy	521,896 +172,727	+49%	+$5.87M	0.26%	91
2020 Q2	$10.2M	Buy	349,169 +96,169	+38%	+$2.66M	0.14%	108
2020 Q1	$6.62M	Buy	253,000 +28,492	+13%	+$871K	0.13%	105
2019 Q4	$7.79M	Buy	224,508 +64,292	+40%	+$2.13M	0.12%	102
2019 Q3	$5.07M	Buy	+160,216	New	+$6.31M	0.09%	109

Other funds holding HCAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return