SGI
HMSY

Summit Global Investments’s HMS Holdings Corp. HMSY Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-60,385
Closed -$1.45M – 284
2020
Q3 		$1.45M Buy
60,385
+40,985
+211% +$1.21M 0.15% 102
2020
Q2 		$628K Buy
+19,400
New +$561K 0.07% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Summit Global Investments's HMSY Position: Q4 2020 in Review

Summit Global Investments sold out of HMS Holdings Corp. (HMSY) in Q4 2020, closing a stake of 60,385 shares — an estimated $1.45M sold.

Summit Global Investments first reported a position in HMSY in Q2 2020 and held it in 2 quarters. The position peaked at $1.45M in Q3 2020. 255 funds tracked by Wall St. Rank hold HMSY as of Q4 2020.

  • Summit Global Investments reported no remaining HMS Holdings Corp. position as of Q4 2020 after selling out during the quarter.
  • Summit Global Investments sold 60,385 HMS Holdings Corp. shares in Q4 2020, an estimated $1.45M.
  • Summit Global Investments first reported a position in HMS Holdings Corp. in Q2 2020 and held it in 2 quarters.
  • Summit Global Investments's HMS Holdings Corp. position peaked at $1.45M in Q3 2020.
  • 255 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2020.

Based on Summit Global Investments's 13F filing for Q4 2020, filed 11 Feb 2021.