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Harel Insurance Investments & Financial Services’s HealthStream HSTM Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q3 		– Sell
-66
Closed -$2K – 527
2024
Q2 		$2K Sell
66
-12
-15% -$320 ﹤0.01% 533
2024
Q1 		$2K Sell
78
-96
-55% -$2.57K ﹤0.01% 528
2023
Q4 		$5K Sell
174
-337
-66% -$8.37K ﹤0.01% 571
2023
Q3 		$11K Sell
511
-5
-1% -$110 ﹤0.01% 585
2023
Q2 		$13K Buy
516
+13
+3% +$323 ﹤0.01% 605
2023
Q1 		$14K Buy
503
+23
+5% +$574 ﹤0.01% 605
2022
Q4 		$12K Sell
480
-2
-0.4% -$48 ﹤0.01% 623
2022
Q3 		$10K Sell
482
-66
-12% -$1.5K ﹤0.01% 649
2022
Q2 		$12K Sell
548
-69
-11% -$1.38K ﹤0.01% 660
2022
Q1 		$12K Sell
617
-135
-18% -$3.05K ﹤0.01% 655
2021
Q4 		$20K Sell
752
-1,077
-59% -$28.5K ﹤0.01% 673
2021
Q3 		$52K Sell
1,829
-922
-34% -$26.9K ﹤0.01% 531
2021
Q2 		$77K Sell
2,751
-2,767
-50% -$69.6K ﹤0.01% 677
2021
Q1 		$268K Buy
+5,518
New +$132K 0.01% 564

Other funds holding HSTM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of HealthStream (HSTM) in Q3 2024, closing a stake of 66 shares — an estimated $2K sold.

Harel Insurance Investments & Financial Services first reported a position in HSTM in Q1 2021 and held it in 14 quarters. The position peaked at $268K in Q1 2021. 206 funds tracked by Wall St. Rank hold HSTM as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining HealthStream position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 66 HealthStream shares in Q3 2024, an estimated $2K.
  • Harel Insurance Investments & Financial Services first reported a position in HealthStream in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's HealthStream position peaked at $268K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held HealthStream as of Q3 2024.

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