Stifel Financial
HCAT icon

Stifel Financial’s Health Catalyst HCAT Stock Holding History

Stifel Financial’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stifel Financial's HCAT Position: Q4 2022 in Review

Stifel Financial sold out of Health Catalyst (HCAT) in Q4 2022, closing a stake of 17,722 shares — an estimated $172K sold.

Stifel Financial first reported a position in HCAT in Q2 2020 and held it in 10 quarters. The position peaked at $2.11M in Q4 2020. 166 funds tracked by Wall St. Rank hold HCAT as of Q4 2022.

  • Stifel Financial reported no remaining Health Catalyst position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 17,722 Health Catalyst shares in Q4 2022, an estimated $172K.
  • Stifel Financial first reported a position in Health Catalyst in Q2 2020 and held it in 10 quarters.
  • Stifel Financial's Health Catalyst position peaked at $2.11M in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.