WCM Investment Management
HCAT icon

WCM Investment Management’s Health Catalyst HCAT Stock Holding History

WCM Investment Management’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
2023
Q4 		– Sell
-647,824
Closed -$6.56M – 252
2023
Q3 		$6.56M Buy
647,824
+12,250
+2% +$146K 0.02% 145
2023
Q2 		$7.92M Buy
635,574
+44,432
+8% +$529K 0.02% 146
2023
Q1 		$6.9M Buy
591,142
+1,771
+0.3% +$22.6K 0.02% 146
2022
Q4 		$6.27M Sell
589,371
-10,130
-2% -$97.8K 0.02% 152
2022
Q3 		$6.1M Buy
599,501
+25,507
+4% +$338K 0.02% 142
2022
Q2 		$8.91M Buy
573,994
+167,029
+41% +$2.85M 0.03% 129
2022
Q1 		$10.6M Buy
406,965
+154,775
+61% +$4.39M 0.03% 124
2021
Q4 		$9.99M Buy
+252,190
New +$11.5M 0.02% 131

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management's HCAT Position: Q4 2023 in Review

WCM Investment Management sold out of Health Catalyst (HCAT) in Q4 2023, closing a stake of 647,824 shares — an estimated $6.56M sold.

WCM Investment Management first reported a position in HCAT in Q4 2021 and held it in 8 quarters. The position peaked at $10.6M in Q1 2022. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2023.

  • WCM Investment Management reported no remaining Health Catalyst position as of Q4 2023 after selling out during the quarter.
  • WCM Investment Management sold 647,824 Health Catalyst shares in Q4 2023, an estimated $6.56M.
  • WCM Investment Management first reported a position in Health Catalyst in Q4 2021 and held it in 8 quarters.
  • WCM Investment Management's Health Catalyst position peaked at $10.6M in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2023.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.