Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s HealthStream HSTM Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023
Q3 		– Sell
-16,600
Closed -$408K – 624
2023
Q2 		$408K Hold
16,600
– – ﹤0.01% 577
2023
Q1 		$450K Sell
16,600
-1,800
-10% -$44.9K ﹤0.01% 571
2022
Q4 		$457K Hold
18,400
– – ﹤0.01% 594
2022
Q3 		$391K Sell
18,400
-14,900
-45% -$339K ﹤0.01% 603
2022
Q2 		$723K Buy
33,300
+4,500
+16% +$89.7K ﹤0.01% 561
2022
Q1 		$574K Hold
28,800
– – ﹤0.01% 586
2021
Q4 		$759K Buy
+28,800
New +$762K ﹤0.01% 570
2020
Q4 		– Sell
-95,100
Closed -$1.91M – 838
2020
Q3 		$1.91M Sell
95,100
-3,700
-4% -$78.6K 0.01% 420
2020
Q2 		$2.19M Buy
98,800
+31,300
+46% +$725K 0.02% 395
2020
Q1 		$1.62M Buy
67,500
+8,900
+15% +$224K 0.01% 423
2019
Q4 		$1.59M Buy
58,600
+31,200
+114% +$858K 0.01% 444
2019
Q3 		$709K Buy
+27,400
New +$735K ﹤0.01% 592
2019
Q2 		– Sell
-10,200
Closed -$286K – 732
2019
Q1 		$286K Buy
+10,200
New +$268K ﹤0.01% 643

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s HSTM Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of HealthStream (HSTM) in Q3 2023, closing a stake of 16,600 shares — an estimated $408K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HSTM in Q1 2019 and held it in 13 quarters. The position peaked at $2.19M in Q2 2020. 178 funds tracked by Wall St. Rank hold HSTM as of Q3 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining HealthStream position as of Q3 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 16,600 HealthStream shares in Q3 2023, an estimated $408K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HealthStream in Q1 2019 and held it in 13 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s HealthStream position peaked at $2.19M in Q2 2020.
  • 178 funds tracked by Wall St. Rank held HealthStream as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.