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Harel Insurance Investments & Financial Services’s Health Catalyst HCAT Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q3 		– Sell
-268
Closed -$2K – 525
2024
Q2 		$2K Buy
268
+11
+4% +$71 ﹤0.01% 532
2024
Q1 		$2K Sell
257
-86
-25% -$785 ﹤0.01% 527
2023
Q4 		$3K Sell
343
-604
-64% -$4.94K ﹤0.01% 582
2023
Q3 		$10K Buy
947
+1
+0.1% +$12 ﹤0.01% 595
2023
Q2 		$12K Buy
946
+46
+5% +$548 ﹤0.01% 607
2023
Q1 		$11K Buy
900
+40
+5% +$510 ﹤0.01% 619
2022
Q4 		$9K Sell
860
-3
-0.3% -$29 ﹤0.01% 640
2022
Q3 		$9K Sell
863
-113
-12% -$1.5K ﹤0.01% 654
2022
Q2 		$14K Sell
976
-87
-8% -$1.48K ﹤0.01% 650
2022
Q1 		$28K Sell
1,063
-176
-14% -$4.99K ﹤0.01% 605
2021
Q4 		$50K Sell
1,239
-1,655
-57% -$75.4K ﹤0.01% 585
2021
Q3 		$145K Sell
2,894
-988
-25% -$53.9K ﹤0.01% 411
2021
Q2 		$215K Sell
3,882
-3,834
-50% -$204K ﹤0.01% 585
2021
Q1 		$783K Buy
+7,716
New +$374K 0.01% 418

Other funds holding HCAT

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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HCAT Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Health Catalyst (HCAT) in Q3 2024, closing a stake of 268 shares — an estimated $2K sold.

Harel Insurance Investments & Financial Services first reported a position in HCAT in Q1 2021 and held it in 14 quarters. The position peaked at $783K in Q1 2021. 159 funds tracked by Wall St. Rank hold HCAT as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Health Catalyst position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 268 Health Catalyst shares in Q3 2024, an estimated $2K.
  • Harel Insurance Investments & Financial Services first reported a position in Health Catalyst in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Health Catalyst position peaked at $783K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.