Covestor’s Definitive Healthcare DH Stock Holding History

Covestor’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
2026 Q1	$0	Hold	28	–	–	﹤0.01%	2364
2025 Q4	$0	Sell	28 -1	-3%	-$3	﹤0.01%	2353
2025 Q3	$0	Hold	29	–	–	﹤0.01%	2372
2025 Q2	$0	Buy	29 +14	+93%	+$44	﹤0.01%	2310
2025 Q1	$0	Buy	15 +1	+7%	+$4	﹤0.01%	2321
2024 Q4	$0	Hold	14	–	–	﹤0.01%	2326
2024 Q3	$0	Hold	14	–	–	﹤0.01%	2311
2024 Q2	$0	Buy	14 +6	+75%	+$38	﹤0.01%	2329
2024 Q1	$0	Sell	8 -2	-20%	-$18	﹤0.01%	2331
2023 Q4	$0	Hold	10	–	–	﹤0.01%	2244
2023 Q3	$0	Sell	10 -3	-23%	-$30	﹤0.01%	2222
2023 Q2	$0	Hold	13	–	–	﹤0.01%	2226
2023 Q1	$0	Buy	13 +4	+44%	+$47	﹤0.01%	2129
2022 Q4	$0	Buy	+9	New	+$116	﹤0.01%	2162
2022 Q3	–	Sell	-13	Closed	–	–	2104
2022 Q2	$0	Sell	13 -3	-19%	-$64	﹤0.01%	2008
2022 Q1	$0	Buy	+16	New	+$361	﹤0.01%	2186

Other funds holding DH

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return