Echo Street Capital Management’s Definitive Healthcare DH Stock Holding History

Echo Street Capital Management’s Portfolio DH Stock Details DH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,459,671	Closed	-$15.1M	–	489
2023 Q1	$15.1M	Sell	1,459,671 -4,291,403	-75%	-$50.5M	0.14%	72
2022 Q4	$63.2M	Buy	5,751,074 +2,365,100	+70%	+$30.4M	0.61%	62
2022 Q3	$52.6M	Sell	3,385,974 -715,541	-17%	-$15.7M	0.5%	74
2022 Q2	$94M	Sell	4,101,515 -1,410,667	-26%	-$30.2M	0.85%	58
2022 Q1	$136M	Buy	5,512,182 +3,502,444	+174%	+$79.1M	0.98%	43
2021 Q4	$54.9M	Buy	2,009,738 +955,503	+91%	+$33.4M	0.37%	87
2021 Q3	$45.2M	Buy	+1,054,235	New	+$46.8M	0.32%	93

Other funds holding DH

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Echo Street Capital Management's DH Position: Q2 2023 in Review

Echo Street Capital Management sold out of Definitive Healthcare (DH) in Q2 2023, closing a stake of 1,459,671 shares — an estimated $15.1M sold.

Echo Street Capital Management first reported a position in DH in Q3 2021 and held it in 7 quarters. The position peaked at $136M in Q1 2022. 137 funds tracked by Wall St. Rank hold DH as of Q2 2023.

Echo Street Capital Management reported no remaining Definitive Healthcare position as of Q2 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,459,671 Definitive Healthcare shares in Q2 2023, an estimated $15.1M.
Echo Street Capital Management first reported a position in Definitive Healthcare in Q3 2021 and held it in 7 quarters.
Echo Street Capital Management's Definitive Healthcare position peaked at $136M in Q1 2022.
137 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.