New York Life Investment Management’s HealthStream HSTM Stock Holding History

New York Life Investment Management’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	-13,626	Closed	-$363K	–	1072
2024 Q1	$363K	Buy	13,626 +882	+7%	+$23.6K	﹤0.01%	1141
2023 Q4	$344K	Sell	12,744 -394	-3%	-$9.79K	﹤0.01%	1130
2023 Q3	$284K	Sell	13,138 -2,070	-14%	-$45.7K	﹤0.01%	1189
2023 Q2	$374K	Sell	15,208 -2,844	-16%	-$70.6K	﹤0.01%	1096
2023 Q1	$489K	Sell	18,052 -10,426	-37%	-$260K	0.01%	735
2022 Q4	$707K	Buy	28,478 +3,056	+12%	+$73.3K	0.01%	673
2022 Q3	$540K	Buy	25,422 +2,011	+9%	+$45.7K	0.01%	699
2022 Q2	$508K	Buy	+23,411	New	+$467K	0.01%	712

Other funds holding HSTM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York Life Investment Management's HSTM Position: Q2 2024 in Review

New York Life Investment Management sold out of HealthStream (HSTM) in Q2 2024, closing a stake of 13,626 shares — an estimated $363K sold.

New York Life Investment Management first reported a position in HSTM in Q2 2022 and held it in 8 quarters. The position peaked at $707K in Q4 2022. 200 funds tracked by Wall St. Rank hold HSTM as of Q2 2024.

New York Life Investment Management reported no remaining HealthStream position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 13,626 HealthStream shares in Q2 2024, an estimated $363K.
New York Life Investment Management first reported a position in HealthStream in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's HealthStream position peaked at $707K in Q4 2022.
200 funds tracked by Wall St. Rank held HealthStream as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.