Ergoteles’s HealthStream HSTM Stock Holding History

Ergoteles’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
2023 Q1	–	Sell	-8,505	Closed	-$211K	–	1467
2022 Q4	$211K	Buy	+8,505	New	+$204K	0.01%	1054

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

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

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

PAIM

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Ergoteles's HSTM Position: Q1 2023 in Review

Ergoteles sold out of HealthStream (HSTM) in Q1 2023, closing a stake of 8,505 shares — an estimated $211K sold.

Ergoteles first reported a position in HSTM in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 176 funds tracked by Wall St. Rank hold HSTM as of Q1 2023.

Ergoteles reported no remaining HealthStream position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 8,505 HealthStream shares in Q1 2023, an estimated $211K.
Ergoteles first reported a position in HealthStream in Q4 2022 and held it in 1 quarter.
Ergoteles's HealthStream position peaked at $211K in Q4 2022.
176 funds tracked by Wall St. Rank held HealthStream as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.