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Steph & Co’s Definitive Healthcare DH Stock Holding History

Steph & Co’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
2023
Q1 		– Sell
-5,619
Closed -$62K – 239
2022
Q4 		$62K Buy
5,619
+1,471
+35% +$18.9K 0.04% 156
2022
Q3 		$64K Buy
4,148
+904
+28% +$19.9K 0.04% 143
2022
Q2 		$74K Sell
3,244
-710
-18% -$15.2K 0.05% 142
2022
Q1 		$97K Buy
3,954
+727
+23% +$16.4K 0.06% 147
2021
Q4 		$88K Buy
+3,227
New +$113K 0.05% 158

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return