First Mercantile Trust’s Health Catalyst HCAT Stock Holding History

First Mercantile Trust’s Portfolio HCAT Stock Details HCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$132K	Sell	2,649 -44	-2%	-$2.4K	0.02%	563
2021 Q2	$149K	Sell	2,693 -317	-11%	-$16.9K	0.02%	547
2021 Q1	$141K	Sell	3,010 -353	-10%	-$17.1K	0.02%	565
2020 Q4	$146K	Sell	3,363 -10	-0.3%	-$369	0.02%	556
2020 Q3	$121K	Buy	+3,373	New	+$115K	0.01%	613

Other funds holding HCAT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

First Mercantile Trust's HCAT Position: Q3 2021 in Review

First Mercantile Trust reduced its Health Catalyst (HCAT) stake by 1.6% in Q3 2021, selling an estimated $2.4K and leaving 2,649 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #563.

First Mercantile Trust first reported a position in HCAT in Q3 2020 and has held it in 5 quarters since. The position peaked at $149K in Q2 2021. 198 funds tracked by Wall St. Rank hold HCAT as of Q3 2021.

First Mercantile Trust held 2,649 shares of Health Catalyst worth $132K as of Q3 2021.
First Mercantile Trust sold 44 Health Catalyst shares in Q3 2021, an estimated $2.4K.
Health Catalyst made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #563 holding.
First Mercantile Trust first reported a position in Health Catalyst in Q3 2020 and has held it in 5 quarters since.
First Mercantile Trust's Health Catalyst position peaked at $149K in Q2 2021.
198 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.