HIM
STRM

Herald Investment Management’s Streamline Health Solutions STRM Stock Holding History

Herald Investment Management’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55,698
Closed -$393K – 97
2024
Q2 		$393K Sell
55,698
-6,666
-11% -$39.5K 0.06% 95
2024
Q1 		$449K Sell
62,364
-2,888
-4% -$20K 0.07% 97
2023
Q4 		$411K Hold
65,252
– – 0.08% 93
2023
Q3 		$910K Hold
65,252
– – 0.19% 87
2023
Q2 		$1.22M Hold
65,252
– – 0.24% 81
2023
Q1 		$1.73M Hold
65,252
– – 0.38% 70
2022
Q4 		$1.54M Buy
65,252
+25,252
+63% +$614K 0.38% 69
2022
Q3 		$696K Hold
40,000
– – 0.17% 92
2022
Q2 		$756K Hold
40,000
– – 0.18% 95
2022
Q1 		$960K Hold
40,000
– – 0.17% 95
2021
Q4 		$882K Hold
40,000
– – 0.14% 94
2021
Q3 		$1.04M Buy
40,000
+8,333
+26% +$206K 0.17% 93
2021
Q2 		$831K Hold
31,667
– – 0.14% 94
2021
Q1 		$978K Buy
+31,667
New +$908K 0.17% 91

Other funds holding STRM

HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $3.41B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return