Prelude Capital Management’s HealthStream HSTM Stock Holding History

Prelude Capital Management’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 Q4	–	Sell	-100	Closed	-$2K	–	1577
2020 Q3	$2K	Buy	+100	New	+$2.12K	﹤0.01%	1670
2020 Q2	–	Sell	-300	Closed	-$7K	–	2084
2020 Q1	$7K	Sell	300 -100	-25%	-$2.51K	﹤0.01%	1184
2019 Q4	$11K	Buy	+400	New	+$11K	﹤0.01%	1687
2019 Q1	–	Sell	-4,190	Closed	-$101K	–	1943
2018 Q4	$101K	Buy	+4,190	New	+$109K	0.01%	928
2018 Q3	–	Sell	-3,973	Closed	-$109K	–	1857
2018 Q2	$109K	Buy	3,973 +1,053	+36%	+$27.9K	0.01%	890
2018 Q1	$73K	Sell	2,920 -2,511	-46%	-$60.3K	0.01%	956
2017 Q4	$126K	Buy	5,431 +3,831	+239%	+$90.2K	0.01%	733
2017 Q3	$37K	Buy	1,600 +1,100	+220%	+$26.2K	﹤0.01%	1180
2017 Q2	$13K	Buy	+500	New	+$13.7K	﹤0.01%	1349

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Prelude Capital Management's HSTM Position: Q4 2020 in Review

Prelude Capital Management sold out of HealthStream (HSTM) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Prelude Capital Management first reported a position in HSTM in Q2 2017 and held it in 9 quarters. The position peaked at $126K in Q4 2017. 149 funds tracked by Wall St. Rank hold HSTM as of Q4 2020.

Prelude Capital Management reported no remaining HealthStream position as of Q4 2020 after selling out during the quarter.
Prelude Capital Management sold 100 HealthStream shares in Q4 2020, an estimated $2K.
Prelude Capital Management first reported a position in HealthStream in Q2 2017 and held it in 9 quarters.
Prelude Capital Management's HealthStream position peaked at $126K in Q4 2017.
149 funds tracked by Wall St. Rank held HealthStream as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.