Lindbrook Capital’s Health Catalyst HCAT Stock Holding History

Lindbrook Capital’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
2025 Q1	–	Sell	-113	Closed	-$799	–	2848
2024 Q4	$799	Hold	113	–	–	﹤0.01%	2522
2024 Q3	$920	Buy	+113	New	+$817	﹤0.01%	2520
2023 Q4	–	Sell	-416	Closed	-$4.21K	–	2745
2023 Q3	$4.21K	Hold	416	–	–	﹤0.01%	1834
2023 Q2	$5.2K	Sell	416 -145	-26%	-$1.73K	﹤0.01%	1784
2023 Q1	$6.55K	Sell	561 -57	-9%	-$727	﹤0.01%	1725
2022 Q4	$6.57K	Buy	618 +388	+169%	+$3.75K	﹤0.01%	1663
2022 Q3	$2K	Buy	230 +102	+80%	+$1.35K	﹤0.01%	2067
2022 Q2	$2K	Buy	+128	New	+$2.18K	﹤0.01%	1969

Other funds holding HCAT

FLAM

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

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

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

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

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

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

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

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

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

Lindbrook Capital's HCAT Position: Q1 2025 in Review

Lindbrook Capital sold out of Health Catalyst (HCAT) in Q1 2025, closing a stake of 113 shares — an estimated $799 sold.

Lindbrook Capital first reported a position in HCAT in Q2 2022 and held it in 8 quarters. The position peaked at $6.57K in Q4 2022. 165 funds tracked by Wall St. Rank hold HCAT as of Q1 2025.

Lindbrook Capital reported no remaining Health Catalyst position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 113 Health Catalyst shares in Q1 2025, an estimated $799.
Lindbrook Capital first reported a position in Health Catalyst in Q2 2022 and held it in 8 quarters.
Lindbrook Capital's Health Catalyst position peaked at $6.57K in Q4 2022.
165 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.