Lee Financial’s Health Catalyst HCAT Stock Holding History

Lee Financial’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
2020 Q4	–	Sell	-1,600	Closed	-$59K	–	505
2020 Q3	$59K	Buy	+1,600	New	+$54.3K	0.02%	207

Other funds holding HCAT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lee Financial's HCAT Position: Q4 2020 in Review

Lee Financial sold out of Health Catalyst (HCAT) in Q4 2020, closing a stake of 1,600 shares — an estimated $59K sold.

Lee Financial first reported a position in HCAT in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 168 funds tracked by Wall St. Rank hold HCAT as of Q4 2020.

Lee Financial reported no remaining Health Catalyst position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 1,600 Health Catalyst shares in Q4 2020, an estimated $59K.
Lee Financial first reported a position in Health Catalyst in Q3 2020 and held it in 1 quarter.
Lee Financial's Health Catalyst position peaked at $59K in Q3 2020.
168 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.