HighTower Advisors
DH icon

HighTower Advisors’s Definitive Healthcare DH Stock Holding History

HighTower Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,462
Closed -$76K – 3681
2023
Q3 		$76K Sell
13,462
-374
-3% -$3.76K ﹤0.01% 3161
2023
Q2 		$123K Buy
13,836
+585
+4% +$6.02K ﹤0.01% 3030
2023
Q1 		$109K Buy
13,251
+1,341
+11% +$15.8K ﹤0.01% 2923
2022
Q4 		$99K Sell
11,910
-1,728
-13% -$22.2K ﹤0.01% 2939
2022
Q3 		$203K Buy
+13,638
New +$300K ﹤0.01% 2595

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HighTower Advisors's DH Position: Q4 2023 in Review

HighTower Advisors sold out of Definitive Healthcare (DH) in Q4 2023, closing a stake of 13,462 shares — an estimated $76K sold.

HighTower Advisors first reported a position in DH in Q3 2022 and held it in 5 quarters. The position peaked at $203K in Q3 2022. 138 funds tracked by Wall St. Rank hold DH as of Q4 2023.

  • HighTower Advisors reported no remaining Definitive Healthcare position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 13,462 Definitive Healthcare shares in Q4 2023, an estimated $76K.
  • HighTower Advisors first reported a position in Definitive Healthcare in Q3 2022 and held it in 5 quarters.
  • HighTower Advisors's Definitive Healthcare position peaked at $203K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.