Parallel Advisors’s Definitive Healthcare DH Stock Holding History

Parallel 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
2024 Q1	–	Sell	-59	Closed	-$586	–	3326
2023 Q4	$586	Hold	59	–	–	﹤0.01%	3035
2023 Q3	$471	Hold	59	–	–	﹤0.01%	3116
2023 Q2	$649	Buy	59 +11	+23%	+$113	﹤0.01%	3045
2023 Q1	$496	Sell	48 -672	-93%	-$7.91K	﹤0.01%	3122
2022 Q4	$7.91K	Buy	+720	New	+$9.26K	﹤0.01%	2125
2022 Q3	–	Sell	-232	Closed	-$5K	–	3219
2022 Q2	$5K	Buy	232 +130	+127%	+$2.78K	﹤0.01%	2249
2022 Q1	$2K	Buy	+102	New	+$2.3K	﹤0.01%	2557

Other funds holding DH

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Parallel Advisors's DH Position: Q1 2024 in Review

Parallel Advisors sold out of Definitive Healthcare (DH) in Q1 2024, closing a stake of 59 shares — an estimated $586 sold.

Parallel Advisors first reported a position in DH in Q1 2022 and held it in 7 quarters. The position peaked at $7.91K in Q4 2022. 144 funds tracked by Wall St. Rank hold DH as of Q1 2024.

Parallel Advisors reported no remaining Definitive Healthcare position as of Q1 2024 after selling out during the quarter.
Parallel Advisors sold 59 Definitive Healthcare shares in Q1 2024, an estimated $586.
Parallel Advisors first reported a position in Definitive Healthcare in Q1 2022 and held it in 7 quarters.
Parallel Advisors's Definitive Healthcare position peaked at $7.91K in Q4 2022.
144 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.