Sageworth Trust
HCAT icon

Sageworth Trust’s Health Catalyst HCAT Stock Holding History

Sageworth Trust’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 		– Sell
-460
Closed -$18K – 536
2021
Q4 		$18K Sell
460
-1,532
-77% -$69.8K ﹤0.01% 196
2021
Q3 		$100K Hold
1,992
– – 0.01% 116
2021
Q2 		$111K Hold
1,992
– – 0.01% 148
2021
Q1 		$93K Buy
+1,992
New +$96.5K 0.01% 125

Other funds holding HCAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sageworth Trust's HCAT Position: Q1 2022 in Review

Sageworth Trust sold out of Health Catalyst (HCAT) in Q1 2022, closing a stake of 460 shares — an estimated $18K sold.

Sageworth Trust first reported a position in HCAT in Q1 2021 and held it in 4 quarters. The position peaked at $111K in Q2 2021. 185 funds tracked by Wall St. Rank hold HCAT as of Q1 2022.

  • Sageworth Trust reported no remaining Health Catalyst position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 460 Health Catalyst shares in Q1 2022, an estimated $18K.
  • Sageworth Trust first reported a position in Health Catalyst in Q1 2021 and held it in 4 quarters.
  • Sageworth Trust's Health Catalyst position peaked at $111K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.