Boston Partners’s Definitive Healthcare DH Stock Holding History

Boston Partners’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 Q4	–	Sell	-73,873	Closed	-$121K	–	726
2023 Q3	$121K	Buy	+73,873	New	+$742K	﹤0.01%	712

Other funds holding DH

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners's DH Position: Q4 2023 in Review

Boston Partners sold out of Definitive Healthcare (DH) in Q4 2023, closing a stake of 73,873 shares — an estimated $121K sold.

Boston Partners first reported a position in DH in Q3 2023 and held it in 1 quarter. The position peaked at $121K in Q3 2023. 138 funds tracked by Wall St. Rank hold DH as of Q4 2023.

Boston Partners reported no remaining Definitive Healthcare position as of Q4 2023 after selling out during the quarter.
Boston Partners sold 73,873 Definitive Healthcare shares in Q4 2023, an estimated $121K.
Boston Partners first reported a position in Definitive Healthcare in Q3 2023 and held it in 1 quarter.
Boston Partners's Definitive Healthcare position peaked at $121K in Q3 2023.
138 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.