Select Equity Group
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Select Equity Group’s HealthStream HSTM Stock Holding History

Select Equity Group’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-84,226
Closed -$2.56M – 110
2015
Q2 		$2.56M Buy
+84,226
New +$2.41M 0.02% 100

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Select Equity Group's HSTM Position: Q3 2015 in Review

Select Equity Group sold out of HealthStream (HSTM) in Q3 2015, closing a stake of 84,226 shares — an estimated $2.56M sold.

Select Equity Group first reported a position in HSTM in Q2 2015 and held it in 1 quarter. The position peaked at $2.56M in Q2 2015. 130 funds tracked by Wall St. Rank hold HSTM as of Q3 2015.

  • Select Equity Group reported no remaining HealthStream position as of Q3 2015 after selling out during the quarter.
  • Select Equity Group sold 84,226 HealthStream shares in Q3 2015, an estimated $2.56M.
  • Select Equity Group first reported a position in HealthStream in Q2 2015 and held it in 1 quarter.
  • Select Equity Group's HealthStream position peaked at $2.56M in Q2 2015.
  • 130 funds tracked by Wall St. Rank held HealthStream as of Q3 2015.

Based on Select Equity Group's 13F filing for Q3 2015, filed 16 Nov 2015.