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NewEdge Advisors’s Definitive Healthcare DH Stock Holding History

NewEdge Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$110 – 3509
2023
Q2 		$110 Hold
10
– – ﹤0.01% 3421
2023
Q1 		$103 Sell
10
-22
-69% -$259 ﹤0.01% 3339
2022
Q4 		$242 Buy
+32
New +$411 ﹤0.01% 3277

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors's DH Position: Q3 2023 in Review

NewEdge Advisors sold out of Definitive Healthcare (DH) in Q3 2023, closing a stake of 10 shares — an estimated $110 sold.

NewEdge Advisors first reported a position in DH in Q4 2022 and held it in 3 quarters. The position peaked at $242 in Q4 2022. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

  • NewEdge Advisors reported no remaining Definitive Healthcare position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 10 Definitive Healthcare shares in Q3 2023, an estimated $110.
  • NewEdge Advisors first reported a position in Definitive Healthcare in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Definitive Healthcare position peaked at $242 in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.