Schroder Investment Management Group’s Health Catalyst HCAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
468,692
-27,408
-6% -$104K ﹤0.01% 926
2025
Q1
$2.26M Sell
496,100
-23,824
-5% -$108K ﹤0.01% 892
2024
Q4
$3.64M Sell
519,924
-6,285
-1% -$44.1K ﹤0.01% 830
2024
Q3
$4.37M Buy
526,209
+317,897
+153% +$2.64M ﹤0.01% 807
2024
Q2
$1.33M Hold
208,312
﹤0.01% 983
2024
Q1
$1.57M Sell
208,312
-171,346
-45% -$1.29M ﹤0.01% 957
2023
Q4
$3.52M Buy
379,658
+153,942
+68% +$1.43M ﹤0.01% 829
2023
Q3
$2.28M Hold
225,716
﹤0.01% 898
2023
Q2
$2.82M Buy
225,716
+92,425
+69% +$1.16M ﹤0.01% 884
2023
Q1
$1.56M Hold
133,291
﹤0.01% 995
2022
Q4
$1.42M Sell
133,291
-78,319
-37% -$833K ﹤0.01% 1004
2022
Q3
$2.05M Hold
211,610
﹤0.01% 933
2022
Q2
$3.07M Sell
211,610
-129,220
-38% -$1.87M ﹤0.01% 894
2022
Q1
$9.07M Buy
340,830
+228,654
+204% +$6.09M 0.01% 687
2021
Q4
$4.44M Sell
112,176
-66,893
-37% -$2.65M 0.01% 786
2021
Q3
$8.96M Buy
179,069
+17,306
+11% +$865K 0.01% 656
2021
Q2
$8.98M Buy
161,763
+30,970
+24% +$1.72M 0.01% 704
2021
Q1
$6.12M Buy
130,793
+43,954
+51% +$2.06M 0.01% 772
2020
Q4
$3.78M Buy
86,839
+8,736
+11% +$380K 0.01% 865
2020
Q3
$2.83M Buy
78,103
+6,574
+9% +$238K ﹤0.01% 836
2020
Q2
$2.09M Buy
71,529
+12,809
+22% +$374K ﹤0.01% 818
2020
Q1
$1.63M Buy
58,720
+19,971
+52% +$555K ﹤0.01% 830
2019
Q4
$1.35M Buy
38,749
+21,795
+129% +$757K ﹤0.01% 933
2019
Q3
$536K Buy
+16,954
New +$536K ﹤0.01% 1036