Putnam Investments’s Health Catalyst HCAT Stock Holding History

Putnam Investments’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
2023 Q4	$673K	Buy	72,696 +23,794	+49%	+$194K	﹤0.01%	892
2023 Q3	$495K	Buy	+48,902	New	+$584K	﹤0.01%	922
2022 Q2	–	Sell	-142,629	Closed	-$3.73M	–	1164
2022 Q1	$3.73M	Sell	142,629 -10,464	-7%	-$297K	0.01%	686
2021 Q4	$6.07M	Buy	153,093 +7,536	+5%	+$343K	0.01%	485
2021 Q3	$7.28M	Buy	145,557 +59,667	+69%	+$3.25M	0.01%	439
2021 Q2	$4.77M	Buy	+85,890	New	+$4.58M	0.01%	525

Other funds holding HCAT

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Putnam Investments's HCAT Position: Q4 2023 in Review

Putnam Investments increased its Health Catalyst (HCAT) stake by 49% in Q4 2023, buying an estimated $194K and bringing the position to 72,696 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Putnam Investments first reported a position in HCAT in Q2 2021 and has held it in 6 quarters since. The position peaked at $7.28M in Q3 2021. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2023.

Putnam Investments held 72,696 shares of Health Catalyst worth $673K as of Q4 2023.
Putnam Investments bought 23,794 Health Catalyst shares in Q4 2023, an estimated $194K.
Health Catalyst made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #892 holding.
Putnam Investments first reported a position in Health Catalyst in Q2 2021 and has held it in 6 quarters since.
Putnam Investments's Health Catalyst position peaked at $7.28M in Q3 2021.
167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.