Stifel Financial’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Stifel Financial’s Portfolio TRHC Stock Details TRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,255	Closed	-$363K	–	3446
2021 Q2	$363K	Sell	7,255 -186	-2%	-$8.32K	﹤0.01%	2770
2021 Q1	$343K	Buy	7,441 +1,780	+31%	+$84.9K	﹤0.01%	2706
2020 Q4	$243K	Buy	5,661 +443	+8%	+$16.8K	﹤0.01%	2713
2020 Q3	$213K	Sell	5,218 -3,628	-41%	-$181K	﹤0.01%	2589
2020 Q2	$484K	Buy	8,846 +1,819	+26%	+$104K	﹤0.01%	2064
2020 Q1	$367K	Sell	7,027 -3,204	-31%	-$173K	﹤0.01%	2061
2019 Q4	$499K	Buy	10,231 +1,958	+24%	+$91.7K	﹤0.01%	2260
2019 Q3	$456K	Sell	8,273 -56	-0.7%	-$3.21K	﹤0.01%	2219
2019 Q2	$417K	Sell	8,329 -8,828	-51%	-$439K	﹤0.01%	2302
2019 Q1	$971K	Buy	17,157 +1,806	+12%	+$108K	﹤0.01%	1667
2018 Q4	$979K	Buy	15,351 +11,821	+335%	+$837K	﹤0.01%	1542
2018 Q3	$285K	Sell	3,530 -250	-7%	-$18.3K	﹤0.01%	2390
2018 Q2	$240K	Buy	+3,780	New	+$185K	﹤0.01%	2437

Other funds holding TRHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial's TRHC Position: Q3 2021 in Review

Stifel Financial sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q3 2021, closing a stake of 7,255 shares — an estimated $363K sold.

Stifel Financial first reported a position in TRHC in Q2 2018 and held it in 13 quarters. The position peaked at $979K in Q4 2018. 152 funds tracked by Wall St. Rank hold TRHC as of Q3 2021.

Stifel Financial reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Stifel Financial sold 7,255 Tabula Rasa HealthCare, Inc. Common Stock shares in Q3 2021, an estimated $363K.
Stifel Financial first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q2 2018 and held it in 13 quarters.
Stifel Financial's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $979K in Q4 2018.
152 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.