Lido Advisors’s HealthStream HSTM Stock Holding History

Lido Advisors’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
2022 Q3	–	Sell	-15,837	Closed	-$343K	–	987
2022 Q2	$343K	Buy	+15,837	New	+$316K	﹤0.01%	672
2022 Q1	–	Sell	-12,587	Closed	-$331K	–	1043
2021 Q4	$331K	Buy	12,587 +5,140	+69%	+$136K	﹤0.01%	769
2021 Q3	$212K	Buy	+7,447	New	+$218K	﹤0.01%	899

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's HSTM Position: Q3 2022 in Review

Lido Advisors sold out of HealthStream (HSTM) in Q3 2022, closing a stake of 15,837 shares — an estimated $343K sold.

Lido Advisors first reported a position in HSTM in Q3 2021 and held it in 3 quarters. The position peaked at $343K in Q2 2022. 158 funds tracked by Wall St. Rank hold HSTM as of Q3 2022.

Lido Advisors reported no remaining HealthStream position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 15,837 HealthStream shares in Q3 2022, an estimated $343K.
Lido Advisors first reported a position in HealthStream in Q3 2021 and held it in 3 quarters.
Lido Advisors's HealthStream position peaked at $343K in Q2 2022.
158 funds tracked by Wall St. Rank held HealthStream as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.