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Smartleaf Asset Management’s Definitive Healthcare DH Stock Holding History

Smartleaf Asset Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,603
Closed -$56.2K – 2925
2024
Q2 		$56.2K Buy
10,603
+2,024
+24% +$12.7K 0.01% 707
2024
Q1 		$67.9K Buy
8,579
+41
+0.5% +$363 0.01% 607
2023
Q4 		$87.2K Buy
+8,538
New +$67K 0.02% 447

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smartleaf Asset Management's DH Position: Q3 2024 in Review

Smartleaf Asset Management sold out of Definitive Healthcare (DH) in Q3 2024, closing a stake of 10,603 shares — an estimated $56.2K sold.

Smartleaf Asset Management first reported a position in DH in Q4 2023 and held it in 3 quarters. The position peaked at $87.2K in Q4 2023. 125 funds tracked by Wall St. Rank hold DH as of Q3 2024.

  • Smartleaf Asset Management reported no remaining Definitive Healthcare position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 10,603 Definitive Healthcare shares in Q3 2024, an estimated $56.2K.
  • Smartleaf Asset Management first reported a position in Definitive Healthcare in Q4 2023 and held it in 3 quarters.
  • Smartleaf Asset Management's Definitive Healthcare position peaked at $87.2K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.