SFP
ATHN

Santa Fe Partners’s Athenahealth, Inc. ATHN Stock Holding History

Santa Fe Partners’s Portfolio ATHN Stock Details ATHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,920
Closed -$656K – 612
2015
Q3 		$656K Sell
4,920
-3,549
-42% -$463K 0.09% 317
2015
Q2 		$970K Sell
8,469
-2,038
-19% -$244K 0.13% 284
2015
Q1 		$1.25M Buy
+10,507
New +$1.4M 0.15% 272
2014
Q4 		– Sell
-6,118
Closed -$806K – 638
2014
Q3 		$806K Buy
6,118
+408
+7% +$53.7K 0.13% 298
2014
Q2 		$714K Sell
5,710
-16,576
-74% -$2.14M 0.11% 322
2014
Q1 		$3.57M Buy
+22,286
New +$3.67M 0.51% 13

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Santa Fe Partners's ATHN Position: Q4 2015 in Review

Santa Fe Partners sold out of Athenahealth, Inc. (ATHN) in Q4 2015, closing a stake of 4,920 shares — an estimated $656K sold.

Santa Fe Partners first reported a position in ATHN in Q1 2014 and held it in 6 quarters. The position peaked at $3.57M in Q1 2014. 243 funds tracked by Wall St. Rank hold ATHN as of Q4 2015.

  • Santa Fe Partners reported no remaining Athenahealth, Inc. position as of Q4 2015 after selling out during the quarter.
  • Santa Fe Partners sold 4,920 Athenahealth, Inc. shares in Q4 2015, an estimated $656K.
  • Santa Fe Partners first reported a position in Athenahealth, Inc. in Q1 2014 and held it in 6 quarters.
  • Santa Fe Partners's Athenahealth, Inc. position peaked at $3.57M in Q1 2014.
  • 243 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2015.

Based on Santa Fe Partners's 13F filing for Q4 2015, filed 12 Feb 2016.