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Matthew Hamilton Rosenberg’s HealthStream HSTM Stock Holding History

Matthew Hamilton Rosenberg’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
2024
Q1 		– Sell
-2
Closed -$54 – 889
2023
Q4 		$54 Hold
2
– – ﹤0.01% 900
2023
Q3 		$43 Hold
2
– – ﹤0.01% 918
2023
Q2 		$49 Buy
+2
New +$50 ﹤0.01% 936

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's HSTM Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of HealthStream (HSTM) in Q1 2024, closing a stake of 2 shares — an estimated $54 sold.

Matthew Hamilton Rosenberg first reported a position in HSTM in Q2 2023 and held it in 3 quarters. The position peaked at $54 in Q4 2023. 190 funds tracked by Wall St. Rank hold HSTM as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining HealthStream position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 2 HealthStream shares in Q1 2024, an estimated $54.
  • Matthew Hamilton Rosenberg first reported a position in HealthStream in Q2 2023 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's HealthStream position peaked at $54 in Q4 2023.
  • 190 funds tracked by Wall St. Rank held HealthStream as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.