Zurich Cantonal Bank

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 $5.72T AUM 30.48% 1-Year Est. Return

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

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return