Conestoga Capital Advisors’s Health Catalyst HCAT Stock Holding History

Conestoga Capital Advisors’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	-90,718	Closed	-$1.06M	–	127
2023 Q1	$1.06M	Hold	90,718	–	–	0.02%	90
2022 Q4	$964K	Buy	90,718 +12,410	+16%	+$120K	0.02%	91
2022 Q3	$760K	Hold	78,308	–	–	0.01%	101
2022 Q2	$1.14M	Buy	78,308 +17,808	+29%	+$304K	0.02%	87
2022 Q1	$1.58M	Sell	60,500 -250,479	-81%	-$7.11M	0.02%	80
2021 Q4	$12.3M	Sell	310,979 -5,065	-2%	-$231K	0.16%	71
2021 Q3	$15.8M	Sell	316,044 -2,335	-0.7%	-$127K	0.22%	70
2021 Q2	$17.7M	Buy	318,379 +24,135	+8%	+$1.29M	0.26%	69
2021 Q1	$13.8M	Buy	294,244 +2,840	+1%	+$138K	0.21%	68
2020 Q4	$12.7M	Buy	291,404 +13,760	+5%	+$508K	0.2%	66
2020 Q3	$10.2M	Buy	277,644 +29,077	+12%	+$987K	0.21%	65
2020 Q2	$7.25M	Buy	248,567 +31,225	+14%	+$863K	0.16%	69
2020 Q1	$5.68M	Buy	217,342 +100,205	+86%	+$3.06M	0.17%	65
2019 Q4	$4.07M	Buy	117,137 +14,447	+14%	+$478K	0.1%	65
2019 Q3	$3.25M	Buy	+102,690	New	+$4.04M	0.08%	67

Other funds holding HCAT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Conestoga Capital Advisors's HCAT Position: Q2 2023 in Review

Conestoga Capital Advisors sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 90,718 shares — an estimated $1.06M sold.

Conestoga Capital Advisors first reported a position in HCAT in Q3 2019 and held it in 15 quarters. The position peaked at $17.7M in Q2 2021. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

Conestoga Capital Advisors reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
Conestoga Capital Advisors sold 90,718 Health Catalyst shares in Q2 2023, an estimated $1.06M.
Conestoga Capital Advisors first reported a position in Health Catalyst in Q3 2019 and held it in 15 quarters.
Conestoga Capital Advisors's Health Catalyst position peaked at $17.7M in Q2 2021.
154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on Conestoga Capital Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.