KWA
CHNG

KCS Wealth Advisory’s Change Healthcare Inc. Common Stock CHNG Stock Holding History

KCS Wealth Advisory’s Portfolio CHNG Stock Details CHNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-29,061
Closed -$325K – 147
2020
Q2 		$325K Sell
29,061
-39,961
-58% -$449K 0.27% 114
2020
Q1 		$690K Buy
+69,022
New +$965K 0.7% 56

Other funds holding CHNG

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

KCS Wealth Advisory's CHNG Position: Q3 2020 in Review

KCS Wealth Advisory sold out of Change Healthcare Inc. Common Stock (CHNG) in Q3 2020, closing a stake of 29,061 shares — an estimated $325K sold.

KCS Wealth Advisory first reported a position in CHNG in Q1 2020 and held it in 2 quarters. The position peaked at $690K in Q1 2020. 242 funds tracked by Wall St. Rank hold CHNG as of Q3 2020.

  • KCS Wealth Advisory reported no remaining Change Healthcare Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • KCS Wealth Advisory sold 29,061 Change Healthcare Inc. Common Stock shares in Q3 2020, an estimated $325K.
  • KCS Wealth Advisory first reported a position in Change Healthcare Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • KCS Wealth Advisory's Change Healthcare Inc. Common Stock position peaked at $690K in Q1 2020.
  • 242 funds tracked by Wall St. Rank held Change Healthcare Inc. Common Stock as of Q3 2020.

Based on KCS Wealth Advisory's 13F filing for Q3 2020, filed 27 Oct 2020.