EIM
STRM

Essex Investment Management’s Streamline Health Solutions STRM Stock Holding History

Essex Investment Management’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
-107
Closed -$3K – 422
2022
Q4 		$3K Hold
107
– – ﹤0.01% 391
2022
Q3 		$2K Hold
107
– – ﹤0.01% 410
2022
Q2 		$2K Buy
+107
New +$2.15K ﹤0.01% 421
2015
Q4 		– Sell
-999
Closed -$34K – 330
2015
Q3 		$34K Buy
+999
New +$40.3K 0.01% 314
2014
Q1 		– Sell
-17,399
Closed -$1.82M – 369
2013
Q4 		$1.82M Buy
17,399
+4,164
+31% +$458K 0.26% 114
2013
Q3 		$1.51M Buy
13,235
+4,315
+48% +$472K 0.23% 123
2013
Q2 		$879K Buy
+8,920
New +$874K 0.16% 165

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 $133M AUM 127.86% 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 $737M AUM 158.15% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Investment Management's STRM Position: Q1 2023 in Review

Essex Investment Management sold out of Streamline Health Solutions (STRM) in Q1 2023, closing a stake of 107 shares — an estimated $3K sold.

Essex Investment Management first reported a position in STRM in Q2 2013 and held it in 7 quarters. The position peaked at $1.82M in Q4 2013. 37 funds tracked by Wall St. Rank hold STRM as of Q1 2023.

  • Essex Investment Management reported no remaining Streamline Health Solutions position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 107 Streamline Health Solutions shares in Q1 2023, an estimated $3K.
  • Essex Investment Management first reported a position in Streamline Health Solutions in Q2 2013 and held it in 7 quarters.
  • Essex Investment Management's Streamline Health Solutions position peaked at $1.82M in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.