InceptionR’s HealthStream HSTM Stock Holding History

InceptionR’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 Q4	–	Sell	-9,346	Closed	-$270K	–	735
2024 Q3	$270K	Buy	+9,346	New	+$268K	0.07%	485

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

InceptionR's HSTM Position: Q4 2024 in Review

InceptionR sold out of HealthStream (HSTM) in Q4 2024, closing a stake of 9,346 shares — an estimated $270K sold.

InceptionR first reported a position in HSTM in Q3 2024 and held it in 1 quarter. The position peaked at $270K in Q3 2024. 206 funds tracked by Wall St. Rank hold HSTM as of Q4 2024.

InceptionR reported no remaining HealthStream position as of Q4 2024 after selling out during the quarter.
InceptionR sold 9,346 HealthStream shares in Q4 2024, an estimated $270K.
InceptionR first reported a position in HealthStream in Q3 2024 and held it in 1 quarter.
InceptionR's HealthStream position peaked at $270K in Q3 2024.
206 funds tracked by Wall St. Rank held HealthStream as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.