Lake Street Advisors Group’s Hims & Hers Health HIMS Stock Holding History

Lake Street Advisors Group’s Portfolio HIMS Stock Details HIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$667K	Sell	27,598 -39,768	-59%	-$985K	0.03%	282
2024 Q3	$1.24M	Buy	67,366 +20,000	+42%	+$358K	0.06%	183
2024 Q2	$956K	Buy	+47,366	New	+$788K	0.05%	220
2023 Q4	–	Sell	-99,168	Closed	-$624K	–	652
2023 Q3	$624K	Hold	99,168	–	–	0.04%	194
2023 Q2	$932K	Buy	99,168 +2,893	+3%	+$28.7K	0.05%	177
2023 Q1	$955K	Buy	+96,275	New	+$844K	0.06%	167

Other funds holding HIMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's HIMS Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Hims & Hers Health (HIMS) stake by 59% in Q4 2024, selling an estimated $985K and leaving 27,598 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #282.

Lake Street Advisors Group first reported a position in HIMS in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2024. 394 funds tracked by Wall St. Rank hold HIMS as of Q4 2024.

Lake Street Advisors Group held 27,598 shares of Hims & Hers Health worth $667K as of Q4 2024.
Lake Street Advisors Group sold 39,768 Hims & Hers Health shares in Q4 2024, an estimated $985K.
Hims & Hers Health made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #282 holding.
Lake Street Advisors Group first reported a position in Hims & Hers Health in Q1 2023 and has held it in 6 quarters since.
Lake Street Advisors Group's Hims & Hers Health position peaked at $1.24M in Q3 2024.
394 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.