HAM
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Hyperion Asset Management’s Doximity DOCS Stock Holding History

Hyperion Asset Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,785
Closed -$367K – 24
2023
Q2 		$367K Buy
10,785
+750
+7% +$25K 0.02% 23
2023
Q1 		$325K Hold
10,035
– – 0.02% 22
2022
Q4 		$337K Hold
10,035
– – 0.02% 22
2022
Q3 		$303K Hold
10,035
– – 0.02% 23
2022
Q2 		$349K Hold
10,035
– – 0.02% 23
2022
Q1 		$523K Buy
10,035
+4,335
+76% +$218K 0.02% 23
2021
Q4 		$286K Buy
+5,700
New +$371K 0.01% 26

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return