Dimensional Fund Advisors
STRM

Dimensional Fund Advisors’s Streamline Health Solutions STRM Stock Holding History

Dimensional Fund Advisors’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,073
Closed -$56K – 3514
2023
Q1 		$56K Buy
+2,073
New +$58.8K ﹤0.01% 3376
2021
Q3 		– Sell
-1,196
Closed -$32K – 3531
2021
Q2 		$32K Buy
+1,196
New +$35.6K ﹤0.01% 3452
2017
Q2 		– Sell
-1,954
Closed -$30K – 3325
2017
Q1 		$30K Hold
1,954
– – ﹤0.01% 3291
2016
Q4 		$36K Hold
1,954
– – ﹤0.01% 3277
2016
Q3 		$54K Sell
1,954
-1,996
-51% -$44.9K ﹤0.01% 3253
2016
Q2 		$71K Sell
3,950
-673
-15% -$13K ﹤0.01% 3248
2016
Q1 		$98K Hold
4,623
– – ﹤0.01% 3235
2015
Q4 		$98K Hold
4,623
– – ﹤0.01% 3268
2015
Q3 		$159K Hold
4,623
– – ﹤0.01% 3261
2015
Q2 		$194K Hold
4,623
– – ﹤0.01% 3252
2015
Q1 		$248K Hold
4,623
– – ﹤0.01% 3198
2014
Q4 		$300K Hold
4,623
– – ﹤0.01% 3201
2014
Q3 		$321K Hold
4,623
– – ﹤0.01% 3213
2014
Q2 		$333K Hold
4,623
– – ﹤0.01% 3249
2014
Q1 		$349K Hold
4,623
– – ﹤0.01% 3240
2013
Q4 		$484K Hold
4,623
– – ﹤0.01% 3175
2013
Q3 		$527K Sell
4,623
-400
-8% -$43.7K ﹤0.01% 3182
2013
Q2 		$495K Buy
+5,023
New +$492K ﹤0.01% 3180

Other funds holding STRM

TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's STRM Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Streamline Health Solutions (STRM) in Q2 2023, closing a stake of 2,073 shares — an estimated $56K sold.

Dimensional Fund Advisors first reported a position in STRM in Q2 2013 and held it in 18 quarters. The position peaked at $527K in Q3 2013. 40 funds tracked by Wall St. Rank hold STRM as of Q2 2023.

  • Dimensional Fund Advisors reported no remaining Streamline Health Solutions position as of Q2 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,073 Streamline Health Solutions shares in Q2 2023, an estimated $56K.
  • Dimensional Fund Advisors first reported a position in Streamline Health Solutions in Q2 2013 and held it in 18 quarters.
  • Dimensional Fund Advisors's Streamline Health Solutions position peaked at $527K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.