WFMPM
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Woodley Farra Manion Portfolio Management’s HealthStream HSTM Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q3 		– Sell
-10
Closed – – 220
2020
Q2 		$0 Hold
10
– – ﹤0.01% 432
2020
Q1 		$0 Hold
10
– – ﹤0.01% 430
2019
Q4 		$0 Buy
+10
New +$275 ﹤0.01% 406

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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's HSTM Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of HealthStream (HSTM) in Q3 2020, closing a stake of 10 shares.

Woodley Farra Manion Portfolio Management first reported a position in HSTM in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 162 funds tracked by Wall St. Rank hold HSTM as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining HealthStream position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 10 HealthStream shares in Q3 2020.
  • Woodley Farra Manion Portfolio Management first reported a position in HealthStream in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's HealthStream position peaked at $0 in Q2 2020.
  • 162 funds tracked by Wall St. Rank held HealthStream as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.