HCM
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HMS Capital Management’s MKS Inc MKSI Stock Holding History

HMS Capital Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,100
Closed -$488K – 201
2019
Q3 		$488K Buy
+6,100
New +$504K 0.18% 138
2019
Q1 		– Sell
-6,100
Closed -$488K – 200
2018
Q4 		$488K Hold
6,100
– – 0.25% 102
2018
Q3 		$488K Buy
6,100
+900
+17% +$82.2K 0.24% 130
2018
Q2 		$497K Buy
5,200
+700
+16% +$76.3K 0.28% 98
2018
Q1 		$520K Buy
4,500
+1,800
+67% +$198K 0.35% 84
2017
Q4 		$255K Buy
2,700
+1,200
+80% +$120K 0.19% 115
2017
Q3 		$141K Hold
1,500
– – 0.12% 115
2017
Q2 		$101K Buy
1,500
+1,000
+200% +$75.8K 0.09% 122
2017
Q1 		$40K Buy
+500
New +$32.9K 0.04% 117

Other funds holding MKSI

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HMS Capital Management's MKSI Position: Q4 2019 in Review

HMS Capital Management sold out of MKS Inc (MKSI) in Q4 2019, closing a stake of 17,082 shares — an estimated $1.37M sold.

HMS Capital Management first reported a position in MKSI in Q4 2016 and held it in 10 quarters. The position peaked at $1.83M in Q1 2018. 350 funds tracked by Wall St. Rank hold MKSI as of Q4 2019.

  • HMS Capital Management reported no remaining MKS Inc position as of Q4 2019 after selling out during the quarter.
  • HMS Capital Management sold 17,082 MKS Inc shares in Q4 2019, an estimated $1.37M.
  • HMS Capital Management first reported a position in MKS Inc in Q4 2016 and held it in 10 quarters.
  • HMS Capital Management's MKS Inc position peaked at $1.83M in Q1 2018.
  • 350 funds tracked by Wall St. Rank held MKS Inc as of Q4 2019.

Based on HMS Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.