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Paloma Partners’s HealthStream HSTM Stock Holding History

Paloma Partners’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
2020
Q3 		– Sell
-10,731
Closed -$237K – 2250
2020
Q2 		$237K Buy
+10,731
New +$249K ﹤0.01% 1601
2019
Q4 		– Sell
-11,631
Closed -$301K – 2311
2019
Q3 		$301K Buy
+11,631
New +$312K 0.01% 1525

Other funds holding HSTM

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Vanguard Group
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BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paloma Partners's HSTM Position: Q3 2020 in Review

Paloma Partners sold out of HealthStream (HSTM) in Q3 2020, closing a stake of 10,731 shares — an estimated $237K sold.

Paloma Partners first reported a position in HSTM in Q3 2019 and held it in 2 quarters. The position peaked at $301K in Q3 2019. 162 funds tracked by Wall St. Rank hold HSTM as of Q3 2020.

  • Paloma Partners reported no remaining HealthStream position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 10,731 HealthStream shares in Q3 2020, an estimated $237K.
  • Paloma Partners first reported a position in HealthStream in Q3 2019 and held it in 2 quarters.
  • Paloma Partners's HealthStream position peaked at $301K in Q3 2019.
  • 162 funds tracked by Wall St. Rank held HealthStream as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.