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Bleakley Financial Group’s Definitive Healthcare DH Stock Holding History

Bleakley Financial Group’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,233
Closed -$50.3K – 625
2024
Q4 		$50.3K Sell
12,233
-4,415
-27% -$19.3K ﹤0.01% 1019
2024
Q3 		$74.4K Buy
+16,648
New +$78.1K ﹤0.01% 983

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bleakley Financial Group's DH Position: Q1 2025 in Review

Bleakley Financial Group sold out of Definitive Healthcare (DH) in Q1 2025, closing a stake of 12,233 shares — an estimated $50.3K sold.

Bleakley Financial Group first reported a position in DH in Q3 2024 and held it in 2 quarters. The position peaked at $74.4K in Q3 2024. 136 funds tracked by Wall St. Rank hold DH as of Q1 2025.

  • Bleakley Financial Group reported no remaining Definitive Healthcare position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 12,233 Definitive Healthcare shares in Q1 2025, an estimated $50.3K.
  • Bleakley Financial Group first reported a position in Definitive Healthcare in Q3 2024 and held it in 2 quarters.
  • Bleakley Financial Group's Definitive Healthcare position peaked at $74.4K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.