CA
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Crewe Advisors’s Health Catalyst HCAT Stock Holding History

Crewe 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
Q4 		– Sell
-12
Closed -$122 – 544
2023
Q3 		$122 Buy
12
+2
+20% +$24 ﹤0.01% 529
2023
Q2 		$125 Sell
10
-79
-89% -$941 ﹤0.01% 829
2023
Q1 		$1.04K Hold
89
– – ﹤0.01% 753
2022
Q4 		$946 Sell
89
-174
-66% -$1.68K ﹤0.01% 928
2022
Q3 		$3K Hold
263
– – ﹤0.01% 961
2022
Q2 		$4K Buy
+263
New +$4.48K ﹤0.01% 815

Other funds holding HCAT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return