HTC
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Hershey Trust Company’s Health Catalyst HCAT Stock Holding History

Hershey Trust Company’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
2020
Q3 		– Sell
-4,218
Closed -$123K – 25
2020
Q2 		$123K Sell
4,218
-6,327
-60% -$175K ﹤0.01% 14
2020
Q1 		$276K Buy
+10,545
New +$322K ﹤0.01% 16

Other funds holding HCAT

Capital Research Global Investors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Hershey Trust Company's HCAT Position: Q3 2020 in Review

Hershey Trust Company sold out of Health Catalyst (HCAT) in Q3 2020, closing a stake of 4,218 shares — an estimated $123K sold.

Hershey Trust Company first reported a position in HCAT in Q1 2020 and held it in 2 quarters. The position peaked at $276K in Q1 2020. 138 funds tracked by Wall St. Rank hold HCAT as of Q3 2020.

  • Hershey Trust Company reported no remaining Health Catalyst position as of Q3 2020 after selling out during the quarter.
  • Hershey Trust Company sold 4,218 Health Catalyst shares in Q3 2020, an estimated $123K.
  • Hershey Trust Company first reported a position in Health Catalyst in Q1 2020 and held it in 2 quarters.
  • Hershey Trust Company's Health Catalyst position peaked at $276K in Q1 2020.
  • 138 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2020.

Based on Hershey Trust Company's 13F filing for Q3 2020, filed 23 Oct 2020.