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McKinley Carter Wealth Services’s Cognizant CTSH Stock Holding History

McKinley Carter Wealth Services’s Portfolio CTSH Stock Details CTSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,713
Closed -$230K – 142
2019
Q4 		$230K Sell
3,713
-2,510
-40% -$155K 0.05% 149
2019
Q3 		$375K Sell
6,223
-36,381
-85% -$2.3M 0.1% 125
2019
Q2 		$2.7M Sell
42,604
-721
-2% -$47.3K 0.73% 38
2019
Q1 		$3.14M Buy
43,325
+4,281
+11% +$300K 0.88% 31
2018
Q4 		$2.48M Buy
39,044
+2,653
+7% +$185K 0.82% 35
2018
Q3 		$2.81M Buy
36,391
+1,572
+5% +$123K 0.83% 32
2018
Q2 		$2.75M Buy
34,819
+256
+0.7% +$20.1K 0.89% 30
2018
Q1 		$2.78M Buy
34,563
+24
+0.1% +$1.9K 0.91% 26
2017
Q4 		$2.45M Sell
34,539
-760
-2% -$55.5K 0.84% 31
2017
Q3 		$2.56M Buy
35,299
+349
+1% +$24.5K 0.98% 23
2017
Q2 		$2.32M Buy
34,950
+2,033
+6% +$129K 1.03% 31
2017
Q1 		$1.96M Buy
32,917
+519
+2% +$29.8K 0.91% 41
2016
Q4 		$1.81M Sell
32,398
-743
-2% -$39.8K 0.92% 39
2016
Q3 		$1.58M Buy
33,141
+1,113
+3% +$63.3K 0.81% 45
2016
Q2 		$1.83M Buy
32,028
+2,240
+8% +$135K 0.95% 37
2016
Q1 		$1.87M Buy
29,788
+600
+2% +$34.9K 1.04% 31
2015
Q4 		$1.75M Buy
29,188
+783
+3% +$50.5K 1% 38
2015
Q3 		$1.78M Buy
28,405
+2,375
+9% +$149K 1.11% 33
2015
Q2 		$1.59M Sell
26,030
-298
-1% -$18.7K 0.86% 40
2015
Q1 		$1.64M Buy
26,328
+757
+3% +$44.6K 1.06% 34
2014
Q4 		$1.35M Buy
25,571
+1,345
+6% +$67.2K 1.05% 38
2014
Q3 		$1.08M Buy
24,226
+1,119
+5% +$52.7K 1.03% 38
2014
Q2 		$1.13M Buy
23,107
+3,144
+16% +$153K 1.19% 33
2014
Q1 		$1.01M Buy
+19,963
New +$998K 1.1% 39

Other funds holding CTSH

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Carter Wealth Services's CTSH Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Cognizant (CTSH) in Q1 2020, closing a stake of 3,713 shares — an estimated $230K sold.

McKinley Carter Wealth Services first reported a position in CTSH in Q1 2014 and held it in 24 quarters. The position peaked at $3.14M in Q1 2019. 826 funds tracked by Wall St. Rank hold CTSH as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining Cognizant position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,713 Cognizant shares in Q1 2020, an estimated $230K.
  • McKinley Carter Wealth Services first reported a position in Cognizant in Q1 2014 and held it in 24 quarters.
  • McKinley Carter Wealth Services's Cognizant position peaked at $3.14M in Q1 2019.
  • 826 funds tracked by Wall St. Rank held Cognizant as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.