Y-Intercept (HK)’s HealthStream HSTM Stock Holding History

Y-Intercept (HK)’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	-9,026	Closed	-$260K	–	1397
2024 Q3	$260K	Buy	+9,026	New	+$259K	0.02%	1069

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

Y-Intercept (HK)'s HSTM Position: Q4 2024 in Review

Y-Intercept (HK) sold out of HealthStream (HSTM) in Q4 2024, closing a stake of 9,026 shares — an estimated $260K sold.

Y-Intercept (HK) first reported a position in HSTM in Q3 2024 and held it in 1 quarter. The position peaked at $260K in Q3 2024. 206 funds tracked by Wall St. Rank hold HSTM as of Q4 2024.

Y-Intercept (HK) reported no remaining HealthStream position as of Q4 2024 after selling out during the quarter.
Y-Intercept (HK) sold 9,026 HealthStream shares in Q4 2024, an estimated $260K.
Y-Intercept (HK) first reported a position in HealthStream in Q3 2024 and held it in 1 quarter.
Y-Intercept (HK)'s HealthStream position peaked at $260K in Q3 2024.
206 funds tracked by Wall St. Rank held HealthStream as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.