LPL Financial
HCAT icon

LPL Financial’s Health Catalyst HCAT Stock Holding History

LPL 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
2022
Q3 		– Sell
-13,055
Closed -$189K – 4463
2022
Q2 		$189K Buy
13,055
+1,929
+17% +$32.9K ﹤0.01% 3976
2022
Q1 		$291K Sell
11,126
-218
-2% -$6.18K ﹤0.01% 3583
2021
Q4 		$449K Sell
11,344
-5,033
-31% -$229K ﹤0.01% 3370
2021
Q3 		$819K Sell
16,377
-192
-1% -$10.5K ﹤0.01% 2789
2021
Q2 		$920K Sell
16,569
-1,598
-9% -$85.1K ﹤0.01% 2638
2021
Q1 		$850K Buy
18,167
+210
+1% +$10.2K ﹤0.01% 2543
2020
Q4 		$782K Sell
17,957
-258
-1% -$9.52K ﹤0.01% 2385
2020
Q3 		$667K Buy
18,215
+7,151
+65% +$243K ﹤0.01% 2234
2020
Q2 		$323K Buy
11,064
+1,194
+12% +$33K ﹤0.01% 2786
2020
Q1 		$258K Buy
+9,870
New +$302K ﹤0.01% 2616

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Janus Henderson Group
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Millennium Management
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Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return