Eaton Vance Management’s HealthStream HSTM Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-4,924	Closed	-$130K	–	2213
2021 Q4	$130K	Buy	4,924 +34	+0.7%	+$899	﹤0.01%	1729
2021 Q3	$0	Sell	4,890 -4,758	-49%	-$139K	﹤0.01%	2320
2021 Q2	$270K	Buy	9,648 +8,681	+898%	+$218K	﹤0.01%	1511
2021 Q1	$22K	Buy	+967	New	+$23.1K	﹤0.01%	2039

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eaton Vance Management's HSTM Position: Q1 2022 in Review

Eaton Vance Management sold out of HealthStream (HSTM) in Q1 2022, closing a stake of 4,924 shares — an estimated $130K sold.

Eaton Vance Management first reported a position in HSTM in Q1 2021 and held it in 4 quarters. The position peaked at $270K in Q2 2021. 156 funds tracked by Wall St. Rank hold HSTM as of Q1 2022.

Eaton Vance Management reported no remaining HealthStream position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 4,924 HealthStream shares in Q1 2022, an estimated $130K.
Eaton Vance Management first reported a position in HealthStream in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's HealthStream position peaked at $270K in Q2 2021.
156 funds tracked by Wall St. Rank held HealthStream as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.