E
STRM

Ergoteles’s Streamline Health Solutions STRM Stock Holding History

Ergoteles’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
Q1 		– Sell
-774
Closed -$18.4K – 1733
2022
Q4 		$18.4K Buy
+774
New +$18.8K ﹤0.01% 1348

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ergoteles's STRM Position: Q1 2023 in Review

Ergoteles sold out of Streamline Health Solutions (STRM) in Q1 2023, closing a stake of 774 shares — an estimated $18.4K sold.

Ergoteles first reported a position in STRM in Q4 2022 and held it in 1 quarter. The position peaked at $18.4K in Q4 2022. 37 funds tracked by Wall St. Rank hold STRM as of Q1 2023.

  • Ergoteles reported no remaining Streamline Health Solutions position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 774 Streamline Health Solutions shares in Q1 2023, an estimated $18.4K.
  • Ergoteles first reported a position in Streamline Health Solutions in Q4 2022 and held it in 1 quarter.
  • Ergoteles's Streamline Health Solutions position peaked at $18.4K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2023.

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