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Westwood Holdings Group’s HealthStream HSTM Stock Holding History

Westwood Holdings Group’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
2023
Q3 		– Sell
-20,247
Closed -$497K – 468
2023
Q2 		$497K Buy
20,247
+3,608
+22% +$89.5K ﹤0.01% 400
2023
Q1 		$451K Sell
16,639
-1,382
-8% -$34.5K ﹤0.01% 412
2022
Q4 		$448K Buy
+18,021
New +$432K ﹤0.01% 424

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Westwood Holdings Group's HSTM Position: Q3 2023 in Review

Westwood Holdings Group sold out of HealthStream (HSTM) in Q3 2023, closing a stake of 20,247 shares — an estimated $497K sold.

Westwood Holdings Group first reported a position in HSTM in Q4 2022 and held it in 3 quarters. The position peaked at $497K in Q2 2023. 178 funds tracked by Wall St. Rank hold HSTM as of Q3 2023.

  • Westwood Holdings Group reported no remaining HealthStream position as of Q3 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 20,247 HealthStream shares in Q3 2023, an estimated $497K.
  • Westwood Holdings Group first reported a position in HealthStream in Q4 2022 and held it in 3 quarters.
  • Westwood Holdings Group's HealthStream position peaked at $497K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held HealthStream as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.