Dynamic Technology Lab’s HealthStream HSTM Stock Holding History

Dynamic Technology Lab’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,329	Closed	-$269K	–	1117
2024 Q3	$269K	Buy	+9,329	New	+$267K	0.03%	783
2024 Q2	–	Sell	-12,070	Closed	-$322K	–	1148
2024 Q1	$322K	Buy	+12,070	New	+$323K	0.03%	752
2022 Q4	–	Sell	-11,390	Closed	-$242K	–	1279
2022 Q3	$242K	Buy	+11,390	New	+$259K	0.02%	891
2017 Q4	–	Sell	-33,648	Closed	-$786K	–	1139
2017 Q3	$786K	Buy	+33,648	New	+$800K	0.13%	252

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Dynamic Technology Lab's HSTM Position: Q4 2024 in Review

Dynamic Technology Lab sold out of HealthStream (HSTM) in Q4 2024, closing a stake of 9,329 shares — an estimated $269K sold.

Dynamic Technology Lab first reported a position in HSTM in Q3 2017 and held it in 4 quarters. The position peaked at $786K in Q3 2017. 206 funds tracked by Wall St. Rank hold HSTM as of Q4 2024.

Dynamic Technology Lab reported no remaining HealthStream position as of Q4 2024 after selling out during the quarter.
Dynamic Technology Lab sold 9,329 HealthStream shares in Q4 2024, an estimated $269K.
Dynamic Technology Lab first reported a position in HealthStream in Q3 2017 and held it in 4 quarters.
Dynamic Technology Lab's HealthStream position peaked at $786K in Q3 2017.
206 funds tracked by Wall St. Rank held HealthStream as of Q4 2024.

Based on Dynamic Technology Lab's 13F filing for Q4 2024, filed 13 Feb 2025.