Tarbox Family Office’s HMS Holdings Corp. HMSY Stock Holding History

Tarbox Family Office’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	-29	Closed	-$1K	–	1214
2020 Q3	$1K	Sell	29 -12	-29%	-$353	﹤0.01%	1131
2020 Q2	$1K	Buy	+41	New	+$1.19K	﹤0.01%	1139
2020 Q1	–	Sell	-80	Closed	-$2K	–	1400
2019 Q4	$2K	Buy	+80	New	+$2.46K	﹤0.01%	901

Other funds holding HMSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

Tarbox Family Office's HMSY Position: Q4 2020 in Review

Tarbox Family Office sold out of HMS Holdings Corp. (HMSY) in Q4 2020, closing a stake of 29 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in HMSY in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 255 funds tracked by Wall St. Rank hold HMSY as of Q4 2020.

Tarbox Family Office reported no remaining HMS Holdings Corp. position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 29 HMS Holdings Corp. shares in Q4 2020, an estimated $1K.
Tarbox Family Office first reported a position in HMS Holdings Corp. in Q4 2019 and held it in 3 quarters.
Tarbox Family Office's HMS Holdings Corp. position peaked at $2K in Q4 2019.
255 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.