Jefferies Financial Group
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Jefferies Financial Group’s Health Catalyst HCAT Stock Holding History

Jefferies Financial Group’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
2023
Q3 		– Sell
-80,000
Closed -$1M – 1757
2023
Q2 		$1M Buy
+80,000
New +$953K 0.01% 913

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FLAM
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JP Morgan Chase
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DG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's HCAT Position: Q3 2023 in Review

Jefferies Financial Group sold out of Health Catalyst (HCAT) in Q3 2023, closing a stake of 80,000 shares — an estimated $1M sold.

Jefferies Financial Group first reported a position in HCAT in Q2 2023 and held it in 1 quarter. The position peaked at $1M in Q2 2023. 159 funds tracked by Wall St. Rank hold HCAT as of Q3 2023.

  • Jefferies Financial Group reported no remaining Health Catalyst position as of Q3 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 80,000 Health Catalyst shares in Q3 2023, an estimated $1M.
  • Jefferies Financial Group first reported a position in Health Catalyst in Q2 2023 and held it in 1 quarter.
  • Jefferies Financial Group's Health Catalyst position peaked at $1M in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2023.

Based on Jefferies Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.