HCR Wealth Advisors’s Cognizant CTSH Stock Holding History

HCR Wealth Advisors’s Portfolio CTSH Stock Details CTSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,830	Closed	-$300K	–	239
2019 Q4	$300K	Sell	4,830 -825	-15%	-$51K	0.07%	130
2019 Q3	$341K	Sell	5,655 -1,100	-16%	-$69.5K	0.11%	115
2019 Q2	$428K	Sell	6,755 -1,045	-13%	-$68.6K	0.12%	109
2019 Q1	$565K	Sell	7,800 -5,785	-43%	-$405K	0.16%	98
2018 Q4	$862K	Sell	13,585 -400	-3%	-$27.8K	0.28%	74
2018 Q3	$1.03M	Sell	13,985 -580	-4%	-$45.4K	0.33%	68
2018 Q2	$1.15M	Hold	14,565	–	–	0.38%	65
2018 Q1	$1.17M	Sell	14,565 -525	-3%	-$41.5K	0.41%	59
2017 Q4	$1.07M	Hold	15,090	–	–	0.37%	64
2017 Q3	$1.09M	Buy	15,090 +4,675	+45%	+$328K	0.46%	55
2017 Q2	$692K	Hold	10,415	–	–	0.34%	70
2017 Q1	$620K	Buy	10,415 +178	+2%	+$10.2K	0.32%	77
2016 Q4	$574K	Buy	+10,237	New	+$548K	0.3%	74

Other funds holding CTSH

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCR Wealth Advisors's CTSH Position: Q1 2020 in Review

HCR Wealth Advisors sold out of Cognizant (CTSH) in Q1 2020, closing a stake of 4,830 shares — an estimated $300K sold.

HCR Wealth Advisors first reported a position in CTSH in Q4 2016 and held it in 13 quarters. The position peaked at $1.17M in Q1 2018. 827 funds tracked by Wall St. Rank hold CTSH as of Q1 2020.

HCR Wealth Advisors reported no remaining Cognizant position as of Q1 2020 after selling out during the quarter.
HCR Wealth Advisors sold 4,830 Cognizant shares in Q1 2020, an estimated $300K.
HCR Wealth Advisors first reported a position in Cognizant in Q4 2016 and held it in 13 quarters.
HCR Wealth Advisors's Cognizant position peaked at $1.17M in Q1 2018.
827 funds tracked by Wall St. Rank held Cognizant as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.