Kennedy Capital Management’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Kennedy Capital Management’s Portfolio TRHC Stock Details TRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-300,851	Closed	-$3.1M	–	733
2023 Q3	$3.1M	Sell	300,851 -60,472	-17%	-$574K	0.08%	380
2023 Q2	$2.98M	Sell	361,323 -455,474	-56%	-$2.73M	0.07%	395
2023 Q1	$4.57M	Sell	816,797 -154,946	-16%	-$887K	0.13%	275
2022 Q4	$4.81M	Buy	+971,743	New	+$4M	0.14%	276
2020 Q3	–	Sell	-37,172	Closed	-$2.03M	–	695
2020 Q2	$2.03M	Buy	+37,172	New	+$2.13M	0.06%	494

Other funds holding TRHC

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kennedy Capital Management's TRHC Position: Q4 2023 in Review

Kennedy Capital Management sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q4 2023, closing a stake of 300,851 shares — an estimated $3.1M sold.

Kennedy Capital Management first reported a position in TRHC in Q2 2020 and held it in 5 quarters. The position peaked at $4.81M in Q4 2022. 1 fund tracked by Wall St. Rank holds TRHC as of Q4 2023.

Kennedy Capital Management reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Kennedy Capital Management sold 300,851 Tabula Rasa HealthCare, Inc. Common Stock shares in Q4 2023, an estimated $3.1M.
Kennedy Capital Management first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q2 2020 and held it in 5 quarters.
Kennedy Capital Management's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $4.81M in Q4 2022.
1 fund tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.