UMB Bank
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UMB Bank’s Health Catalyst HCAT Stock Holding History

UMB Bank’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
2024
Q2 		– Sell
-1,379
Closed -$10.4K – 2173
2024
Q1 		$10.4K Hold
1,379
– – ﹤0.01% 1274
2023
Q4 		$12.8K Hold
1,379
– – ﹤0.01% 1209
2023
Q3 		$14K Hold
1,379
– – ﹤0.01% 1180
2023
Q2 		$17.2K Hold
1,379
– – ﹤0.01% 1121
2023
Q1 		$16.1K Hold
1,379
– – ﹤0.01% 1150
2022
Q4 		$15K Buy
+1,379
New +$13.3K ﹤0.01% 1184
2022
Q1 		– Sell
-750
Closed -$30K – 2013
2021
Q4 		$30K Buy
+750
New +$34.2K ﹤0.01% 1143

Other funds holding HCAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UMB Bank's HCAT Position: Q2 2024 in Review

UMB Bank sold out of Health Catalyst (HCAT) in Q2 2024, closing a stake of 1,379 shares — an estimated $10.4K sold.

UMB Bank first reported a position in HCAT in Q4 2021 and held it in 7 quarters. The position peaked at $30K in Q4 2021. 161 funds tracked by Wall St. Rank hold HCAT as of Q2 2024.

  • UMB Bank reported no remaining Health Catalyst position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 1,379 Health Catalyst shares in Q2 2024, an estimated $10.4K.
  • UMB Bank first reported a position in Health Catalyst in Q4 2021 and held it in 7 quarters.
  • UMB Bank's Health Catalyst position peaked at $30K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.