Parkside Financial Bank & Trust’s Definitive Healthcare DH Stock Holding History

Parkside Financial Bank & Trust’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 Q4	–	Sell	-3,081	Closed	-$24.6K	–	2088
2023 Q3	$24.6K	Buy	3,081 +315	+11%	+$3.17K	0.01%	840
2023 Q2	$30.4K	Buy	2,766 +87	+3%	+$896	0.01%	763
2023 Q1	$27.7K	Buy	2,679 +35	+1%	+$412	0.01%	783
2022 Q4	$29.1K	Sell	2,644 -64	-2%	-$823	0.01%	737
2022 Q3	$42K	Buy	2,708 +86	+3%	+$1.89K	0.01%	570
2022 Q2	$60K	Buy	+2,622	New	+$56.1K	0.02%	469

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

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

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

FAM

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

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

Parkside Financial Bank & Trust's DH Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of Definitive Healthcare (DH) in Q4 2023, closing a stake of 3,081 shares — an estimated $24.6K sold.

Parkside Financial Bank & Trust first reported a position in DH in Q2 2022 and held it in 6 quarters. The position peaked at $60K in Q2 2022. 138 funds tracked by Wall St. Rank hold DH as of Q4 2023.

Parkside Financial Bank & Trust reported no remaining Definitive Healthcare position as of Q4 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 3,081 Definitive Healthcare shares in Q4 2023, an estimated $24.6K.
Parkside Financial Bank & Trust first reported a position in Definitive Healthcare in Q2 2022 and held it in 6 quarters.
Parkside Financial Bank & Trust's Definitive Healthcare position peaked at $60K in Q2 2022.
138 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.