Crossmark Global Holdings
HCAT icon

Crossmark Global Holdings’s Health Catalyst HCAT Stock Holding History

Crossmark Global Holdings’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
2024
Q1 		– Sell
-16,290
Closed -$151K – 1338
2023
Q4 		$151K Sell
16,290
-19
-0.1% -$155 ﹤0.01% 1273
2023
Q3 		$161K Buy
16,309
+623
+4% +$7.44K ﹤0.01% 1221
2023
Q2 		$214K Hold
15,686
– – ﹤0.01% 1222
2023
Q1 		$183K Buy
15,686
+1,664
+12% +$21.2K ﹤0.01% 1246
2022
Q4 		$149K Buy
14,022
+434
+3% +$4.19K ﹤0.01% 1220
2022
Q3 		$132K Buy
13,588
+255
+2% +$3.38K ﹤0.01% 1209
2022
Q2 		$193K Sell
13,333
-1,700
-11% -$29K 0.01% 1222
2022
Q1 		$393K Buy
15,033
+8,843
+143% +$251K 0.01% 1017
2021
Q4 		$245K Buy
+6,190
New +$282K 0.01% 1252

Other funds holding HCAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Crossmark Global Holdings's HCAT Position: Q1 2024 in Review

Crossmark Global Holdings sold out of Health Catalyst (HCAT) in Q1 2024, closing a stake of 16,290 shares — an estimated $151K sold.

Crossmark Global Holdings first reported a position in HCAT in Q4 2021 and held it in 9 quarters. The position peaked at $393K in Q1 2022. 174 funds tracked by Wall St. Rank hold HCAT as of Q1 2024.

  • Crossmark Global Holdings reported no remaining Health Catalyst position as of Q1 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 16,290 Health Catalyst shares in Q1 2024, an estimated $151K.
  • Crossmark Global Holdings first reported a position in Health Catalyst in Q4 2021 and held it in 9 quarters.
  • Crossmark Global Holdings's Health Catalyst position peaked at $393K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2024.

Based on Crossmark Global Holdings's 13F filing for Q1 2024, filed 13 May 2024.