SBH
HCAT icon

Segall Bryant & Hamill’s Health Catalyst HCAT Stock Holding History

Segall Bryant & Hamill’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
Q2 		– Sell
-18,910
Closed -$220K – 715
2023
Q1 		$220K Sell
18,910
-20,000
-51% -$255K ﹤0.01% 685
2022
Q4 		$413K Sell
38,910
-14,200
-27% -$137K ﹤0.01% 599
2022
Q3 		$516K Buy
53,110
+28,300
+114% +$375K 0.01% 573
2022
Q2 		$359K Sell
24,810
-13,416
-35% -$229K ﹤0.01% 633
2022
Q1 		$1M Sell
38,226
-492,511
-93% -$14M 0.01% 517
2021
Q4 		$21.1M Sell
530,737
-86,495
-14% -$3.94M 0.19% 136
2021
Q3 		$31M Buy
617,232
+8,951
+1% +$488K 0.3% 95
2021
Q2 		$33.8M Buy
608,281
+90,356
+17% +$4.81M 0.33% 86
2021
Q1 		$24.2M Buy
+517,925
New +$25.1M 0.24% 117

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return