Michael J. Puzo’s HMS Holdings Corp. HMSY Stock Holding History

Michael J. Puzo’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
2015 Q4	–	Sell	-3,835	Closed	-$34K	–	117
2015 Q3	$34K	Hold	3,835	–	–	0.02%	105
2015 Q2	$66K	Hold	3,835	–	–	0.04%	103
2015 Q1	$59K	Buy	+3,835	New	+$72.1K	0.04%	110

Other funds holding HMSY

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

CCM

Cornerstone Capital Management Edina, Minnesota $635M AUM 11.91% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Michael J. Puzo's HMSY Position: Q4 2015 in Review

Michael J. Puzo sold out of HMS Holdings Corp. (HMSY) in Q4 2015, closing a stake of 3,835 shares — an estimated $34K sold.

Michael J. Puzo first reported a position in HMSY in Q1 2015 and held it in 3 quarters. The position peaked at $66K in Q2 2015. 178 funds tracked by Wall St. Rank hold HMSY as of Q4 2015.

Michael J. Puzo reported no remaining HMS Holdings Corp. position as of Q4 2015 after selling out during the quarter.
Michael J. Puzo sold 3,835 HMS Holdings Corp. shares in Q4 2015, an estimated $34K.
Michael J. Puzo first reported a position in HMS Holdings Corp. in Q1 2015 and held it in 3 quarters.
Michael J. Puzo's HMS Holdings Corp. position peaked at $66K in Q2 2015.
178 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.