OPS
HMSY

Orion Portfolio Solutions’s HMS Holdings Corp. HMSY Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-61
Closed -$2K – 2331
2020
Q2 		$2K Sell
61
-1
-2% -$29 ﹤0.01% 1873
2020
Q1 		$2K Sell
62
-30
-33% -$782 ﹤0.01% 1657
2019
Q4 		$3K Buy
+92
New +$2.82K ﹤0.01% 1463

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Orion Portfolio Solutions's HMSY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of HMS Holdings Corp. (HMSY) in Q3 2020, closing a stake of 61 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in HMSY in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 250 funds tracked by Wall St. Rank hold HMSY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining HMS Holdings Corp. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 61 HMS Holdings Corp. shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in HMS Holdings Corp. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's HMS Holdings Corp. position peaked at $3K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.