Westchester Capital Management (New York)’s Convey Health Solutions Holdings, Inc. CNVY Stock Holding History

Westchester Capital Management (New York)’s Portfolio CNVY Stock Details CNVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,000	Closed	-$33K	–	456
2022 Q1	$33K	Hold	5,000	–	–	﹤0.01%	407
2021 Q4	$41K	Hold	5,000	–	–	﹤0.01%	375
2021 Q3	$42K	Hold	5,000	–	–	﹤0.01%	349
2021 Q2	$57K	Buy	+5,000	New	+$57.9K	﹤0.01%	313

Other funds holding CNVY

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return

SAM

Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Westchester Capital Management (New York)'s CNVY Position: Q2 2022 in Review

Westchester Capital Management (New York) sold out of Convey Health Solutions Holdings, Inc. (CNVY) in Q2 2022, closing a stake of 5,000 shares — an estimated $33K sold.

Westchester Capital Management (New York) first reported a position in CNVY in Q2 2021 and held it in 4 quarters. The position peaked at $57K in Q2 2021. 60 funds tracked by Wall St. Rank hold CNVY as of Q2 2022.

Westchester Capital Management (New York) reported no remaining Convey Health Solutions Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
Westchester Capital Management (New York) sold 5,000 Convey Health Solutions Holdings, Inc. shares in Q2 2022, an estimated $33K.
Westchester Capital Management (New York) first reported a position in Convey Health Solutions Holdings, Inc. in Q2 2021 and held it in 4 quarters.
Westchester Capital Management (New York)'s Convey Health Solutions Holdings, Inc. position peaked at $57K in Q2 2021.
60 funds tracked by Wall St. Rank held Convey Health Solutions Holdings, Inc. as of Q2 2022.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2022, filed 15 Aug 2022.