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Howe & Rusling’s Definitive Healthcare DH Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-67
Closed -$1K – 507
2022
Q3 		$1K Buy
67
+12
+22% +$264 ﹤0.01% 950
2022
Q2 		$1K Sell
55
-43
-44% -$920 ﹤0.01% 938
2022
Q1 		$2K Buy
98
+25
+34% +$564 ﹤0.01% 846
2021
Q4 		$2K Buy
+73
New +$2.55K ﹤0.01% 849

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Howe & Rusling's DH Position: Q4 2022 in Review

Howe & Rusling sold out of Definitive Healthcare (DH) in Q4 2022, closing a stake of 67 shares — an estimated $1K sold.

Howe & Rusling first reported a position in DH in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 136 funds tracked by Wall St. Rank hold DH as of Q4 2022.

  • Howe & Rusling reported no remaining Definitive Healthcare position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 67 Definitive Healthcare shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Definitive Healthcare in Q4 2021 and held it in 4 quarters.
  • Howe & Rusling's Definitive Healthcare position peaked at $2K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.