Zurich Cantonal Bank’s Health Catalyst HCAT Stock Holding History

Zurich Cantonal Bank’s Portfolio HCAT Stock Details HCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,072	Closed	-$113K	–	2674
2024 Q1	$113K	Hold	15,072	–	–	﹤0.01%	2336
2023 Q4	$140K	Buy	15,072 +2,817	+23%	+$23K	﹤0.01%	2283
2023 Q3	$124K	Hold	12,255	–	–	﹤0.01%	2256
2023 Q2	$153K	Buy	12,255 +7,810	+176%	+$93K	﹤0.01%	2097
2023 Q1	$51.9K	Hold	4,445	–	–	﹤0.01%	2586
2022 Q4	$47.3K	Hold	4,445	–	–	﹤0.01%	2619
2022 Q3	$43K	Hold	4,445	–	–	﹤0.01%	2642
2022 Q2	$64K	Hold	4,445	–	–	﹤0.01%	2485
2022 Q1	$116K	Hold	4,445	–	–	﹤0.01%	2222
2021 Q4	$176K	Hold	4,445	–	–	﹤0.01%	2157
2021 Q3	$222K	Hold	4,445	–	–	﹤0.01%	1856
2021 Q2	$247K	Buy	4,445 +1,890	+74%	+$101K	﹤0.01%	1675
2021 Q1	$119K	Hold	2,555	–	–	﹤0.01%	2062
2020 Q4	$111K	Hold	2,555	–	–	﹤0.01%	2167
2020 Q3	$94K	Hold	2,555	–	–	﹤0.01%	2017
2020 Q2	$75K	Buy	2,555 +1,140	+81%	+$31.5K	﹤0.01%	2070
2020 Q1	$37K	Buy	+1,415	New	+$43.2K	﹤0.01%	2079

Other funds holding HCAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zurich Cantonal Bank's HCAT Position: Q2 2024 in Review

Zurich Cantonal Bank sold out of Health Catalyst (HCAT) in Q2 2024, closing a stake of 15,072 shares — an estimated $113K sold.

Zurich Cantonal Bank first reported a position in HCAT in Q1 2020 and held it in 17 quarters. The position peaked at $247K in Q2 2021. 161 funds tracked by Wall St. Rank hold HCAT as of Q2 2024.

Zurich Cantonal Bank reported no remaining Health Catalyst position as of Q2 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 15,072 Health Catalyst shares in Q2 2024, an estimated $113K.
Zurich Cantonal Bank first reported a position in Health Catalyst in Q1 2020 and held it in 17 quarters.
Zurich Cantonal Bank's Health Catalyst position peaked at $247K in Q2 2021.
161 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2024.

Based on Zurich Cantonal Bank's 13F filing for Q2 2024, filed 29 Jul 2024.