MPAM
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Monarch Partners Asset Management’s Health Catalyst HCAT Stock Holding History

Monarch Partners Asset 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
2021
Q4 		– Sell
-144,342
Closed -$7.22M – 167
2021
Q3 		$7.22M Buy
144,342
+14,830
+11% +$809K 1.05% 34
2021
Q2 		$7.19M Buy
129,512
+26,417
+26% +$1.41M 1.03% 37
2021
Q1 		$4.82M Sell
103,095
-6,776
-6% -$328K 0.73% 68
2020
Q4 		$4.78M Sell
109,871
-44,976
-29% -$1.66M 0.84% 49
2020
Q3 		$5.67M Sell
154,847
-2,870
-2% -$97.5K 1.28% 22
2020
Q2 		$4.6M Buy
+157,717
New +$4.36M 1.12% 39

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return