McKinley Capital Management’s Health Catalyst HCAT Stock Holding History

McKinley Capital Management’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 Q2	–	Sell	-87,310	Closed	-$2.28M	–	175
2022 Q1	$2.28M	Hold	87,310	–	–	0.23%	110
2021 Q4	$3.46M	Hold	87,310	–	–	0.31%	100
2021 Q3	$4.37M	Hold	87,310	–	–	0.41%	86
2021 Q2	$4.85M	Buy	87,310 +22,390	+34%	+$1.19M	0.34%	84
2021 Q1	$3.04M	Hold	64,920	–	–	0.23%	104
2020 Q4	$2.83M	Buy	64,920 +22,650	+54%	+$836K	0.2%	108
2020 Q3	$1.55M	Hold	42,270	–	–	0.12%	126
2020 Q2	$1.23M	Hold	42,270	–	–	0.08%	135
2020 Q1	$1.1M	Buy	+42,270	New	+$1.29M	0.09%	131

Other funds holding HCAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FLAM

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

McKinley Capital Management's HCAT Position: Q2 2022 in Review

McKinley Capital Management sold out of Health Catalyst (HCAT) in Q2 2022, closing a stake of 87,310 shares — an estimated $2.28M sold.

McKinley Capital Management first reported a position in HCAT in Q1 2020 and held it in 9 quarters. The position peaked at $4.85M in Q2 2021. 180 funds tracked by Wall St. Rank hold HCAT as of Q2 2022.

McKinley Capital Management reported no remaining Health Catalyst position as of Q2 2022 after selling out during the quarter.
McKinley Capital Management sold 87,310 Health Catalyst shares in Q2 2022, an estimated $2.28M.
McKinley Capital Management first reported a position in Health Catalyst in Q1 2020 and held it in 9 quarters.
McKinley Capital Management's Health Catalyst position peaked at $4.85M in Q2 2021.
180 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2022.

Based on McKinley Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.