Lee, Danner & Bass’s HealthStream HSTM Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-5,755	Closed	-$183K	–	439
2024 Q4	$183K	Buy	+5,755	New	+$178K	0.01%	227
2023 Q4	–	Sell	-13,600	Closed	-$293K	–	206
2023 Q3	$293K	Hold	13,600	–	–	0.03%	185
2023 Q2	$334K	Hold	13,600	–	–	0.03%	177
2023 Q1	$369K	Hold	13,600	–	–	0.03%	167
2022 Q4	$338K	Hold	13,600	–	–	0.03%	169
2022 Q3	$289K	Hold	13,600	–	–	0.03%	173
2022 Q2	$295K	Hold	13,600	–	–	0.03%	175
2022 Q1	$271K	Hold	13,600	–	–	0.02%	181
2021 Q4	$358K	Hold	13,600	–	–	0.03%	167
2021 Q3	$389K	Hold	13,600	–	–	0.04%	160
2021 Q2	$380K	Hold	13,600	–	–	0.03%	164
2021 Q1	$304K	Hold	13,600	–	–	0.03%	164
2020 Q4	$297K	Hold	13,600	–	–	0.03%	164
2020 Q3	$273K	Hold	13,600	–	–	0.03%	161
2020 Q2	$301K	Hold	13,600	–	–	0.04%	156
2020 Q1	$326K	Hold	13,600	–	–	0.05%	143
2019 Q4	$370K	Hold	13,600	–	–	0.04%	150
2019 Q3	$352K	Hold	13,600	–	–	0.04%	153
2019 Q2	$352K	Hold	13,600	–	–	0.04%	152
2019 Q1	$382K	Hold	13,600	–	–	0.04%	149
2018 Q4	$328K	Hold	13,600	–	–	0.04%	148
2018 Q3	$422K	Hold	13,600	–	–	0.04%	143
2018 Q2	$371K	Hold	13,600	–	–	0.04%	144
2018 Q1	$338K	Hold	13,600	–	–	0.04%	151
2017 Q4	$315K	Hold	13,600	–	–	0.03%	154
2017 Q3	$318K	Hold	13,600	–	–	0.03%	149
2017 Q2	$358K	Hold	13,600	–	–	0.04%	145
2017 Q1	$330K	Hold	13,600	–	–	0.04%	142
2016 Q4	$341K	Hold	13,600	–	–	0.04%	139
2016 Q3	$375K	Hold	13,600	–	–	0.05%	135
2016 Q2	$361K	Hold	13,600	–	–	0.04%	135
2016 Q1	$313K	Hold	13,600	–	–	0.04%	137
2015 Q4	$299K	Hold	13,600	–	–	0.04%	139
2015 Q3	$297K	Hold	13,600	–	–	0.04%	141
2015 Q2	$414K	Hold	13,600	–	–	0.05%	133
2015 Q1	$343K	Hold	13,600	–	–	0.04%	136
2014 Q4	$401K	Hold	13,600	–	–	0.05%	130
2014 Q3	$327K	Hold	13,600	–	–	0.04%	135
2014 Q2	$330K	Hold	13,600	–	–	0.04%	133
2014 Q1	$363K	Hold	13,600	–	–	0.05%	127
2013 Q4	$444K	Hold	13,600	–	–	0.06%	115
2013 Q3	$515K	Hold	13,600	–	–	0.07%	107
2013 Q2	$344K	Buy	+13,600	New	+$328K	0.05%	120

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

HCA

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

Lee, Danner & Bass's HSTM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 5,755 shares — an estimated $183K sold.

Lee, Danner & Bass first reported a position in HSTM in Q2 2013 and held it in 43 quarters. The position peaked at $515K in Q3 2013. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

Lee, Danner & Bass reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 5,755 HealthStream shares in Q1 2025, an estimated $183K.
Lee, Danner & Bass first reported a position in HealthStream in Q2 2013 and held it in 43 quarters.
Lee, Danner & Bass's HealthStream position peaked at $515K in Q3 2013.
211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.