Western Standard LLC’s HealthStream HSTM Stock Holding History

Western Standard LLC’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-66,004	Closed	-$1.9M	–	24
2024 Q3	$1.9M	Sell	66,004 -128,252	-66%	-$3.67M	1.79%	19
2024 Q2	$5.42M	Sell	194,256 -3,434	-2%	-$91.6K	5.61%	8
2024 Q1	$5.27M	Sell	197,690 -63,982	-24%	-$1.71M	2.52%	8
2023 Q4	$7.07M	Sell	261,672 -131,406	-33%	-$3.26M	4.71%	4
2023 Q3	$8.48M	Buy	393,078 +157,669	+67%	+$3.48M	7.66%	4
2023 Q2	$5.78M	Buy	235,409 +46,678	+25%	+$1.16M	4.98%	7
2023 Q1	$5.11M	Sell	188,731 -6,500	-3%	-$162K	5.19%	7
2022 Q4	$4.85M	Buy	195,231 +43,695	+29%	+$1.05M	4.27%	11
2022 Q3	$3.22M	Buy	151,536 +17,900	+13%	+$407K	3.68%	15
2022 Q2	$2.9M	Buy	133,636 +89,605	+204%	+$1.79M	2.2%	20
2022 Q1	$841K	Buy	+44,031	New	+$995K	0.8%	21

Other funds holding HSTM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Western Standard LLC's HSTM Position: Q4 2024 in Review

Western Standard LLC sold out of HealthStream (HSTM) in Q4 2024, closing a stake of 66,004 shares — an estimated $1.9M sold.

Western Standard LLC first reported a position in HSTM in Q1 2022 and held it in 11 quarters. The position peaked at $8.48M in Q3 2023. 206 funds tracked by Wall St. Rank hold HSTM as of Q4 2024.

Western Standard LLC reported no remaining HealthStream position as of Q4 2024 after selling out during the quarter.
Western Standard LLC sold 66,004 HealthStream shares in Q4 2024, an estimated $1.9M.
Western Standard LLC first reported a position in HealthStream in Q1 2022 and held it in 11 quarters.
Western Standard LLC's HealthStream position peaked at $8.48M in Q3 2023.
206 funds tracked by Wall St. Rank held HealthStream as of Q4 2024.

Based on Western Standard LLC's 13F filing for Q4 2024, filed 14 Feb 2025.