Morse Asset Management’s Health Catalyst HCAT Stock Holding History

Morse 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 Q3	–	Sell	-9,980	Closed	-$554K	–	171
2021 Q2	$554K	Sell	9,980 -10,510	-51%	-$560K	0.13%	112
2021 Q1	$958K	Sell	20,490 -5,170	-20%	-$250K	0.25%	84
2020 Q4	$1.12M	Sell	25,660 -21,950	-46%	-$810K	0.31%	75
2020 Q3	$1.74M	Buy	+47,610	New	+$1.62M	0.56%	47

Other funds holding HCAT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Morse Asset Management's HCAT Position: Q3 2021 in Review

Morse Asset Management sold out of Health Catalyst (HCAT) in Q3 2021, closing a stake of 9,980 shares — an estimated $554K sold.

Morse Asset Management first reported a position in HCAT in Q3 2020 and held it in 4 quarters. The position peaked at $1.74M in Q3 2020. 198 funds tracked by Wall St. Rank hold HCAT as of Q3 2021.

Morse Asset Management reported no remaining Health Catalyst position as of Q3 2021 after selling out during the quarter.
Morse Asset Management sold 9,980 Health Catalyst shares in Q3 2021, an estimated $554K.
Morse Asset Management first reported a position in Health Catalyst in Q3 2020 and held it in 4 quarters.
Morse Asset Management's Health Catalyst position peaked at $1.74M in Q3 2020.
198 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2021.

Based on Morse Asset Management's 13F filing for Q3 2021, filed 9 Nov 2021.