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Stifel Financial’s
Health Catalyst
HCAT
Stock Holding History
Stifel Financial’s Portfolio
HCAT Stock Details
HCAT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-17,722
Closed
-$172K
–
3332
2022
Q3
$172K
Buy
17,722
+1,615
+10%
+$21.4K
﹤0.01%
2993
2022
Q2
$233K
Sell
16,107
-4,055
-20%
-$69.1K
﹤0.01%
2890
2022
Q1
$527K
Sell
20,162
-13,144
-39%
-$373K
﹤0.01%
2547
2021
Q4
$1.32M
Sell
33,306
-6,239
-16%
-$284K
﹤0.01%
1913
2021
Q3
$1.98M
Buy
39,545
+3,326
+9%
+$181K
﹤0.01%
1586
2021
Q2
$2.01M
Buy
36,219
+1,690
+5%
+$90K
﹤0.01%
1610
2021
Q1
$1.61M
Sell
34,529
-14,013
-29%
-$679K
﹤0.01%
1652
2020
Q4
$2.11M
Buy
48,542
+18,850
+63%
+$695K
﹤0.01%
1355
2020
Q3
$1.09M
Buy
29,692
+2,697
+10%
+$91.6K
﹤0.01%
1571
2020
Q2
$788K
Buy
+26,995
New
+$746K
﹤0.01%
1722
Other funds holding HCAT
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$77.1B AUM
42.89%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$78.1B AUM
55.25%
1-Year Est. Return
DG
Daventry Group
New York
$87.8M AUM
3.83%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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