Schroder Investment Management Group’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-468,692
| Closed | -$1.79M | – | 1215 |
|
|
2025
Q2 | $1.79M | Sell |
468,692
-27,408
| -6% | -$108K | ﹤0.01% | 926 |
|
|
2025
Q1 | $2.26M | Sell |
496,100
-23,824
| -5% | -$126K | ﹤0.01% | 892 |
|
|
2024
Q4 | $3.64M | Sell |
519,924
-6,285
| -1% | -$50.1K | ﹤0.01% | 830 |
|
|
2024
Q3 | $4.37M | Buy |
526,209
+317,897
| +153% | +$2.3M | ﹤0.01% | 807 |
|
|
2024
Q2 | $1.33M | Hold |
208,312
| – | – | ﹤0.01% | 983 |
|
|
2024
Q1 | $1.57M | Sell |
208,312
-171,346
| -45% | -$1.56M | ﹤0.01% | 957 |
|
|
2023
Q4 | $3.52M | Buy |
379,658
+153,942
| +68% | +$1.26M | ﹤0.01% | 829 |
|
|
2023
Q3 | $2.28M | Hold |
225,716
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $2.82M | Buy |
225,716
+92,425
| +69% | +$1.1M | ﹤0.01% | 884 |
|
|
2023
Q1 | $1.56M | Hold |
133,291
| – | – | ﹤0.01% | 995 |
|
|
2022
Q4 | $1.42M | Sell |
133,291
-78,319
| -37% | -$756K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $2.05M | Hold |
211,610
| – | – | ﹤0.01% | 933 |
|
|
2022
Q2 | $3.07M | Sell |
211,610
-129,220
| -38% | -$2.2M | ﹤0.01% | 894 |
|
|
2022
Q1 | $9.07M | Buy |
340,830
+228,654
| +204% | +$6.49M | 0.01% | 687 |
|
|
2021
Q4 | $4.44M | Sell |
112,176
-66,893
| -37% | -$3.05M | 0.01% | 786 |
|
|
2021
Q3 | $8.96M | Buy |
179,069
+17,306
| +11% | +$944K | 0.01% | 656 |
|
|
2021
Q2 | $8.98M | Buy |
161,763
+30,970
| +24% | +$1.65M | 0.01% | 704 |
|
|
2021
Q1 | $6.12M | Buy |
130,793
+43,954
| +51% | +$2.13M | 0.01% | 772 |
|
|
2020
Q4 | $3.78M | Buy |
86,839
+8,736
| +11% | +$322K | 0.01% | 865 |
|
|
2020
Q3 | $2.83M | Buy |
78,103
+6,574
| +9% | +$223K | ﹤0.01% | 836 |
|
|
2020
Q2 | $2.09M | Buy |
71,529
+12,809
| +22% | +$354K | ﹤0.01% | 818 |
|
|
2020
Q1 | $1.63M | Buy |
58,720
+19,971
| +52% | +$610K | ﹤0.01% | 830 |
|
|
2019
Q4 | $1.34M | Buy |
38,749
+21,795
| +129% | +$721K | ﹤0.01% | 933 |
|
|
2019
Q3 | $536K | Buy |
+16,954
| New | +$667K | ﹤0.01% | 1036 |
|
Other funds holding HCAT
FLAM
WCA
NI
