Sachetta’s HealthStream HSTM Stock Holding History

Sachetta’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
2024 Q3	–	Sell	-49	Closed	-$1.43K	–	1255
2024 Q2	$1.43K	Sell	49 -14	-22%	-$373	﹤0.01%	946
2024 Q1	$1.72K	Hold	63	–	–	﹤0.01%	766
2023 Q4	$1.72K	Buy	+63	New	+$1.56K	﹤0.01%	766

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

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Sachetta's HSTM Position: Q3 2024 in Review

Sachetta sold out of HealthStream (HSTM) in Q3 2024, closing a stake of 49 shares — an estimated $1.43K sold.

Sachetta first reported a position in HSTM in Q4 2023 and held it in 3 quarters. The position peaked at $1.72K in Q1 2024. 206 funds tracked by Wall St. Rank hold HSTM as of Q3 2024.

Sachetta reported no remaining HealthStream position as of Q3 2024 after selling out during the quarter.
Sachetta sold 49 HealthStream shares in Q3 2024, an estimated $1.43K.
Sachetta first reported a position in HealthStream in Q4 2023 and held it in 3 quarters.
Sachetta's HealthStream position peaked at $1.72K in Q1 2024.
206 funds tracked by Wall St. Rank held HealthStream as of Q3 2024.

Based on Sachetta's 13F filing for Q3 2024, filed 8 Nov 2024.