SMDAM
ATHN

Sumitomo Mitsui DS Asset Management’s Athenahealth, Inc. ATHN Stock Holding History

Sumitomo Mitsui DS Asset Management’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
2018
Q2 		– Sell
-290,345
Closed -$41.5M – 794
2018
Q1 		$41.5M Sell
290,345
-163,815
-36% -$22.4M 0.61% 41
2017
Q4 		$60.4M Buy
454,160
+130,545
+40% +$16.7M 0.91% 28
2017
Q3 		$40.2M Sell
323,615
-111,715
-26% -$15.4M 0.63% 41
2017
Q2 		$61.2M Buy
435,330
+43,365
+11% +$5.42M 1% 22
2017
Q1 		$44.2M Buy
391,965
+105,910
+37% +$12.3M 0.75% 30
2016
Q4 		$30.1M Buy
286,055
+94,955
+50% +$10.2M 0.58% 47
2016
Q3 		$24.1M Buy
+191,100
New +$24.3M 0.53% 55
2016
Q2 		– Sell
-9,000
Closed -$1.25M – 727
2016
Q1 		$1.25M Buy
+9,000
New +$1.23M 0.04% 345

Other funds holding ATHN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return