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O'Shaughnessy Asset Management’s Health Catalyst HCAT Stock Holding History

O'Shaughnessy 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
-2,452
Closed -$123K – 1760
2021
Q3 		$123K Buy
2,452
+463
+23% +$25.3K ﹤0.01% 1284
2021
Q2 		$110K Buy
+1,989
New +$106K ﹤0.01% 1268

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

O'Shaughnessy Asset Management's HCAT Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Health Catalyst (HCAT) in Q4 2021, closing a stake of 2,452 shares — an estimated $123K sold.

O'Shaughnessy Asset Management first reported a position in HCAT in Q2 2021 and held it in 2 quarters. The position peaked at $123K in Q3 2021. 186 funds tracked by Wall St. Rank hold HCAT as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Health Catalyst position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 2,452 Health Catalyst shares in Q4 2021, an estimated $123K.
  • O'Shaughnessy Asset Management first reported a position in Health Catalyst in Q2 2021 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Health Catalyst position peaked at $123K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.