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McIlrath & Eck’s HealthStream HSTM Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-649
Closed -$17.3K – 970
2024
Q1 		$17.3K Buy
649
+518
+395% +$13.9K ﹤0.01% 495
2023
Q4 		$3.54K Buy
+131
New +$3.25K ﹤0.01% 741

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

McIlrath & Eck's HSTM Position: Q2 2024 in Review

McIlrath & Eck sold out of HealthStream (HSTM) in Q2 2024, closing a stake of 649 shares — an estimated $17.3K sold.

McIlrath & Eck first reported a position in HSTM in Q4 2023 and held it in 2 quarters. The position peaked at $17.3K in Q1 2024. 200 funds tracked by Wall St. Rank hold HSTM as of Q2 2024.

  • McIlrath & Eck reported no remaining HealthStream position as of Q2 2024 after selling out during the quarter.
  • McIlrath & Eck sold 649 HealthStream shares in Q2 2024, an estimated $17.3K.
  • McIlrath & Eck first reported a position in HealthStream in Q4 2023 and held it in 2 quarters.
  • McIlrath & Eck's HealthStream position peaked at $17.3K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q2 2024.

Based on McIlrath & Eck's 13F filing for Q2 2024, filed 14 Aug 2024.