Bollard Group’s Definitive Healthcare DH Stock Holding History

Bollard 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
2023 Q3	–	Sell	-134	Closed	-$1K	–	457
2023 Q2	$1K	Buy	+134	New	+$1.38K	﹤0.01%	585

Other funds holding DH

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bollard Group's DH Position: Q3 2023 in Review

Bollard Group sold out of Definitive Healthcare (DH) in Q3 2023, closing a stake of 134 shares — an estimated $1K sold.

Bollard Group first reported a position in DH in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

Bollard Group reported no remaining Definitive Healthcare position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 134 Definitive Healthcare shares in Q3 2023, an estimated $1K.
Bollard Group first reported a position in Definitive Healthcare in Q2 2023 and held it in 1 quarter.
Bollard Group's Definitive Healthcare position peaked at $1K in Q2 2023.
134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.