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FORA Capital’s Health Catalyst HCAT Stock Holding History

FORA Capital’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 		– Sell
-4,161
Closed -$231K – 565
2021
Q2 		$231K Buy
4,161
+2,703
+185% +$144K 0.04% 408
2021
Q1 		$68K Sell
1,458
-12,957
-90% -$628K 0.02% 489
2020
Q4 		$627K Buy
+14,415
New +$532K 0.1% 238
2020
Q3 		– Sell
-3,055
Closed -$89K – 782
2020
Q2 		$89K Buy
+3,055
New +$84.4K 0.03% 521

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FORA Capital's HCAT Position: Q3 2021 in Review

FORA Capital sold out of Health Catalyst (HCAT) in Q3 2021, closing a stake of 4,161 shares — an estimated $231K sold.

FORA Capital first reported a position in HCAT in Q2 2020 and held it in 4 quarters. The position peaked at $627K in Q4 2020. 198 funds tracked by Wall St. Rank hold HCAT as of Q3 2021.

  • FORA Capital reported no remaining Health Catalyst position as of Q3 2021 after selling out during the quarter.
  • FORA Capital sold 4,161 Health Catalyst shares in Q3 2021, an estimated $231K.
  • FORA Capital first reported a position in Health Catalyst in Q2 2020 and held it in 4 quarters.
  • FORA Capital's Health Catalyst position peaked at $627K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.