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Stephens Inc’s Definitive Healthcare DH Stock Holding History

Stephens Inc’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
-18,713
Closed -$102K – 1304
2024
Q2 		$102K Buy
18,713
+2,687
+17% +$16.9K ﹤0.01% 1223
2024
Q1 		$129K Buy
16,026
+3,746
+31% +$33.1K ﹤0.01% 1214
2023
Q4 		$122K Buy
12,280
+1,650
+16% +$12.9K ﹤0.01% 1143
2023
Q3 		$84.9K Buy
+10,630
New +$107K ﹤0.01% 1113

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return