IUHSA
HMSY

Itau Unibanco Holding S.A.’s HMS Holdings Corp. HMSY Stock Holding History

Itau Unibanco Holding S.A.’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
Q2 		– Sell
-2,163
Closed -$55K – 482
2020
Q1 		$55K Sell
2,163
-2,509
-54% -$65.4K ﹤0.01% 239
2019
Q4 		$138K Buy
+4,672
New +$143K 0.01% 403
2016
Q4 		– Sell
-310
Closed -$7K – 565
2016
Q3 		$7K Buy
+310
New +$6.52K ﹤0.01% 364

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HMSY Position: Q2 2020 in Review

Itau Unibanco Holding S.A. sold out of HMS Holdings Corp. (HMSY) in Q2 2020, closing a stake of 2,163 shares — an estimated $55K sold.

Itau Unibanco Holding S.A. first reported a position in HMSY in Q3 2016 and held it in 3 quarters. The position peaked at $138K in Q4 2019. 249 funds tracked by Wall St. Rank hold HMSY as of Q2 2020.

  • Itau Unibanco Holding S.A. reported no remaining HMS Holdings Corp. position as of Q2 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 2,163 HMS Holdings Corp. shares in Q2 2020, an estimated $55K.
  • Itau Unibanco Holding S.A. first reported a position in HMS Holdings Corp. in Q3 2016 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s HMS Holdings Corp. position peaked at $138K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q2 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2020, filed 14 Aug 2020.