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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Segall Bryant & Hamill's HCAT Position: Q2 2023 in Review

Segall Bryant & Hamill sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 18,910 shares — an estimated $220K sold.

Segall Bryant & Hamill first reported a position in HCAT in Q1 2021 and held it in 9 quarters. The position peaked at $33.8M in Q2 2021. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

Segall Bryant & Hamill reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 18,910 Health Catalyst shares in Q2 2023, an estimated $220K.
Segall Bryant & Hamill first reported a position in Health Catalyst in Q1 2021 and held it in 9 quarters.
Segall Bryant & Hamill's Health Catalyst position peaked at $33.8M in Q2 2021.
154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on Segall Bryant & Hamill's 13F filing for Q2 2023, filed 14 Aug 2023.