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Winton Group’s HealthStream HSTM Stock Holding History

Winton 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
2020
Q4 		– Sell
-39,087
Closed -$784K – 1401
2020
Q3 		$784K Buy
39,087
+29,861
+324% +$634K 0.03% 919
2020
Q2 		$204K Sell
9,226
-41,747
-82% -$967K 0.01% 1356
2020
Q1 		$1.22M Sell
50,973
-3,814
-7% -$95.8K 0.03% 721
2019
Q4 		$1.49M Buy
54,787
+17,975
+49% +$494K 0.02% 906
2019
Q3 		$953K Buy
36,812
+15,203
+70% +$408K 0.01% 860
2019
Q2 		$559K Buy
+21,609
New +$568K 0.01% 632

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Winton Group's HSTM Position: Q4 2020 in Review

Winton Group sold out of HealthStream (HSTM) in Q4 2020, closing a stake of 39,087 shares — an estimated $784K sold.

Winton Group first reported a position in HSTM in Q2 2019 and held it in 6 quarters. The position peaked at $1.49M in Q4 2019. 149 funds tracked by Wall St. Rank hold HSTM as of Q4 2020.

  • Winton Group reported no remaining HealthStream position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 39,087 HealthStream shares in Q4 2020, an estimated $784K.
  • Winton Group first reported a position in HealthStream in Q2 2019 and held it in 6 quarters.
  • Winton Group's HealthStream position peaked at $1.49M in Q4 2019.
  • 149 funds tracked by Wall St. Rank held HealthStream as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.