Capital Research Global Investors’s Health Catalyst HCAT Stock Holding History

Capital Research Global Investors’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
2023 Q2	–	Sell	-568,785	Closed	-$6.64M	–	424
2023 Q1	$6.64M	Hold	568,785	–	–	﹤0.01%	403
2022 Q4	$6.05M	Hold	568,785	–	–	﹤0.01%	409
2022 Q3	$5.52M	Hold	568,785	–	–	﹤0.01%	407
2022 Q2	$8.24M	Sell	568,785 -2,823,215	-83%	-$48.1M	﹤0.01%	397
2022 Q1	$88.6M	Hold	3,392,000	–	–	0.02%	315
2021 Q4	$134M	Buy	3,392,000 +275,700	+9%	+$12.6M	0.03%	289
2021 Q3	$156M	Buy	3,116,300 +27,083	+0.9%	+$1.48M	0.04%	268
2021 Q2	$171M	Buy	3,089,217 +94,917	+3%	+$5.06M	0.04%	261
2021 Q1	$140M	Buy	2,994,300 +111,600	+4%	+$5.41M	0.03%	276
2020 Q4	$125M	Hold	2,882,700	–	–	0.03%	274
2020 Q3	$106M	Buy	2,882,700 +1,386,500	+93%	+$47.1M	0.03%	267
2020 Q2	$43.6M	Buy	1,496,200 +1,300,000	+663%	+$35.9M	0.01%	327
2020 Q1	$5.13M	Hold	196,200	–	–	﹤0.01%	373
2019 Q4	$6.81M	Sell	196,200 -26,900	-12%	-$890K	﹤0.01%	387
2019 Q3	$7.06M	Buy	+223,100	New	+$8.78M	﹤0.01%	391

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

FLAM

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

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

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

Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors's HCAT Position: Q2 2023 in Review

Capital Research Global Investors sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 568,785 shares — an estimated $6.64M sold.

Capital Research Global Investors first reported a position in HCAT in Q3 2019 and held it in 15 quarters. The position peaked at $171M in Q2 2021. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

Capital Research Global Investors reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
Capital Research Global Investors sold 568,785 Health Catalyst shares in Q2 2023, an estimated $6.64M.
Capital Research Global Investors first reported a position in Health Catalyst in Q3 2019 and held it in 15 quarters.
Capital Research Global Investors's Health Catalyst position peaked at $171M in Q2 2021.
154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on Capital Research Global Investors's 13F filing for Q2 2023, filed 11 Aug 2023.