Lido Advisors’s Health Catalyst HCAT Stock Holding History

Lido Advisors’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
2024 Q2	–	Sell	-39,507	Closed	-$297K	–	1441
2024 Q1	$297K	Buy	+39,507	New	+$361K	﹤0.01%	1103

Other funds holding HCAT

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's HCAT Position: Q2 2024 in Review

Lido Advisors sold out of Health Catalyst (HCAT) in Q2 2024, closing a stake of 39,507 shares — an estimated $297K sold.

Lido Advisors first reported a position in HCAT in Q1 2024 and held it in 1 quarter. The position peaked at $297K in Q1 2024. 161 funds tracked by Wall St. Rank hold HCAT as of Q2 2024.

Lido Advisors reported no remaining Health Catalyst position as of Q2 2024 after selling out during the quarter.
Lido Advisors sold 39,507 Health Catalyst shares in Q2 2024, an estimated $297K.
Lido Advisors first reported a position in Health Catalyst in Q1 2024 and held it in 1 quarter.
Lido Advisors's Health Catalyst position peaked at $297K in Q1 2024.
161 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.