Parametric Portfolio Associates’s Health Catalyst HCAT Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$1.22M	Sell	46,511 -5,582	-11%	-$158K	﹤0.01%	2691
2021 Q4	$2.06M	Sell	52,093 -10,073	-16%	-$459K	﹤0.01%	2420
2021 Q3	$3.11M	Buy	62,166 +6,133	+11%	+$334K	﹤0.01%	2157
2021 Q2	$3.11M	Buy	56,033 +3,072	+6%	+$164K	﹤0.01%	2169
2021 Q1	$2.48M	Buy	52,961 +701	+1%	+$34K	﹤0.01%	2641
2020 Q4	$2.27M	Buy	52,260 +1,946	+4%	+$71.8K	﹤0.01%	2579
2020 Q3	$1.84M	Sell	50,314 -12,616	-20%	-$428K	﹤0.01%	2555
2020 Q2	$1.84M	Sell	62,930 -33,846	-35%	-$935K	﹤0.01%	2548
2020 Q1	$2.53M	Buy	96,776 +38,379	+66%	+$1.17M	﹤0.01%	2229
2019 Q4	$2.03M	Buy	+58,397	New	+$1.93M	﹤0.01%	2681

Other funds holding HCAT

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Parametric Portfolio Associates's HCAT Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Health Catalyst (HCAT) stake by 11% in Q1 2022, selling an estimated $158K and leaving 46,511 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Parametric Portfolio Associates first reported a position in HCAT in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.11M in Q2 2021. 185 funds tracked by Wall St. Rank hold HCAT as of Q1 2022.

Parametric Portfolio Associates held 46,511 shares of Health Catalyst worth $1.22M as of Q1 2022.
Parametric Portfolio Associates sold 5,582 Health Catalyst shares in Q1 2022, an estimated $158K.
Health Catalyst made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2691 holding.
Parametric Portfolio Associates first reported a position in Health Catalyst in Q4 2019 and has held it in 10 quarters since.
Parametric Portfolio Associates's Health Catalyst position peaked at $3.11M in Q2 2021.
185 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.