EI
HMSY

Ellevest Inc’s HMS Holdings Corp. HMSY Stock Holding History

Ellevest Inc’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-27
Closed -$1K – 1432
2020
Q3 		$1K Hold
27
– – ﹤0.01% 1106
2020
Q2 		$1K Hold
27
– – ﹤0.01% 1097
2020
Q1 		$1K Buy
+27
New +$704 ﹤0.01% 1049

Other funds holding HMSY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Ellevest Inc's HMSY Position: Q4 2020 in Review

Ellevest Inc sold out of HMS Holdings Corp. (HMSY) in Q4 2020, closing a stake of 27 shares — an estimated $1K sold.

Ellevest Inc first reported a position in HMSY in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 255 funds tracked by Wall St. Rank hold HMSY as of Q4 2020.

  • Ellevest Inc reported no remaining HMS Holdings Corp. position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 27 HMS Holdings Corp. shares in Q4 2020, an estimated $1K.
  • Ellevest Inc first reported a position in HMS Holdings Corp. in Q1 2020 and held it in 3 quarters.
  • Ellevest Inc's HMS Holdings Corp. position peaked at $1K in Q3 2020.
  • 255 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.