LPL Financial
HMSY

LPL Financial’s HMS Holdings Corp. HMSY Stock Holding History

LPL Financial’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
Q1 		– Sell
-9,032
Closed -$267K – 3480
2019
Q4 		$267K Buy
9,032
+1,202
+15% +$36.9K ﹤0.01% 2871
2019
Q3 		$270K Buy
+7,830
New +$283K ﹤0.01% 2769
2014
Q1 		– Sell
-10,548
Closed -$239K – 2751
2013
Q4 		$239K Buy
+10,548
New +$228K ﹤0.01% 2300

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

LPL Financial's HMSY Position: Q1 2020 in Review

LPL Financial sold out of HMS Holdings Corp. (HMSY) in Q1 2020, closing a stake of 9,032 shares — an estimated $267K sold.

LPL Financial first reported a position in HMSY in Q4 2013 and held it in 3 quarters. The position peaked at $270K in Q3 2019. 226 funds tracked by Wall St. Rank hold HMSY as of Q1 2020.

  • LPL Financial reported no remaining HMS Holdings Corp. position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 9,032 HMS Holdings Corp. shares in Q1 2020, an estimated $267K.
  • LPL Financial first reported a position in HMS Holdings Corp. in Q4 2013 and held it in 3 quarters.
  • LPL Financial's HMS Holdings Corp. position peaked at $270K in Q3 2019.
  • 226 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.