YorkBridge Wealth Partners’s HMS Holdings Corp. HMSY Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-253	Closed	-$8K	–	729
2019 Q2	$8K	Sell	253 -137	-35%	-$4.19K	﹤0.01%	613
2019 Q1	$12K	Sell	390 -268	-41%	-$8.27K	0.01%	566
2018 Q4	$19K	Sell	658 -219	-25%	-$7.08K	0.01%	479
2018 Q3	$28K	Sell	877 -260	-23%	-$7.52K	0.01%	444
2018 Q2	$25K	Buy	1,137 +18	+2%	+$364	0.01%	482
2018 Q1	$20K	Buy	1,119 +186	+20%	+$3.12K	0.01%	531
2017 Q4	$15K	Sell	933 -15	-2%	-$263	0.01%	594
2017 Q3	$19K	Buy	+948	New	+$17.6K	0.01%	541

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's HMSY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of HMS Holdings Corp. (HMSY) in Q3 2019, closing a stake of 253 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in HMSY in Q3 2017 and held it in 8 quarters. The position peaked at $28K in Q3 2018. 283 funds tracked by Wall St. Rank hold HMSY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining HMS Holdings Corp. position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 253 HMS Holdings Corp. shares in Q3 2019, an estimated $8K.
YorkBridge Wealth Partners first reported a position in HMS Holdings Corp. in Q3 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's HMS Holdings Corp. position peaked at $28K in Q3 2018.
283 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.