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Bogle Investment Management’s HealthStream HSTM Stock Holding History

Bogle Investment Management’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-43,764
Closed -$1.05M – 363
2020
Q1 		$1.05M Buy
+43,764
New +$1.1M 0.11% 163

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bogle Investment Management's HSTM Position: Q2 2020 in Review

Bogle Investment Management sold out of HealthStream (HSTM) in Q2 2020, closing a stake of 43,764 shares — an estimated $1.05M sold.

Bogle Investment Management first reported a position in HSTM in Q1 2020 and held it in 1 quarter. The position peaked at $1.05M in Q1 2020. 175 funds tracked by Wall St. Rank hold HSTM as of Q2 2020.

  • Bogle Investment Management reported no remaining HealthStream position as of Q2 2020 after selling out during the quarter.
  • Bogle Investment Management sold 43,764 HealthStream shares in Q2 2020, an estimated $1.05M.
  • Bogle Investment Management first reported a position in HealthStream in Q1 2020 and held it in 1 quarter.
  • Bogle Investment Management's HealthStream position peaked at $1.05M in Q1 2020.
  • 175 funds tracked by Wall St. Rank held HealthStream as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.