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Freedom Investment Management’s HealthStream HSTM Stock Holding History

Freedom Investment Management’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
2020
Q1 		– Sell
-10,485
Closed -$285K – 690
2019
Q4 		$285K Buy
+10,485
New +$288K 0.03% 499
2018
Q3 		– Sell
-15,177
Closed -$414K – 930
2018
Q2 		$414K Sell
15,177
-871
-5% -$23.1K 0.02% 638
2018
Q1 		$398K Buy
+16,048
New +$386K 0.02% 757

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Freedom Investment Management's HSTM Position: Q1 2020 in Review

Freedom Investment Management sold out of HealthStream (HSTM) in Q1 2020, closing a stake of 10,485 shares — an estimated $285K sold.

Freedom Investment Management first reported a position in HSTM in Q1 2018 and held it in 3 quarters. The position peaked at $414K in Q2 2018. 162 funds tracked by Wall St. Rank hold HSTM as of Q1 2020.

  • Freedom Investment Management reported no remaining HealthStream position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 10,485 HealthStream shares in Q1 2020, an estimated $285K.
  • Freedom Investment Management first reported a position in HealthStream in Q1 2018 and held it in 3 quarters.
  • Freedom Investment Management's HealthStream position peaked at $414K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held HealthStream as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.