Anderson Hoagland & Co’s HealthEquity HQY Stock Holding History

Anderson Hoagland & Co’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,330	Closed	-$705K	–	74
2020 Q1	$705K	Buy	13,330 +1,550	+13%	+$103K	0.44%	59
2019 Q4	$813K	Hold	11,780	–	–	0.46%	66
2019 Q3	$699K	Hold	11,780	–	–	0.42%	68
2019 Q2	$770K	Hold	11,780	–	–	0.48%	60
2019 Q1	$964K	Hold	11,780	–	–	0.58%	54
2018 Q4	$692K	Hold	11,780	–	–	0.49%	68
2018 Q3	$1.11M	Hold	11,780	–	–	0.62%	53
2018 Q2	$885K	Hold	11,780	–	–	0.49%	68
2018 Q1	$713K	Hold	11,780	–	–	0.41%	73
2017 Q4	$550K	Hold	11,780	–	–	0.32%	93
2017 Q3	$596K	Hold	11,780	–	–	0.37%	84
2017 Q2	$587K	Sell	11,780 -30,543	-72%	-$1.43M	0.38%	82
2017 Q1	$1.8M	Sell	42,323 -235	-0.6%	-$10.4K	0.97%	42
2016 Q4	$1.72M	Buy	42,558 +11,210	+36%	+$433K	1%	41
2016 Q3	$1.19M	Sell	31,348 -37,002	-54%	-$1.17M	0.68%	54
2016 Q2	$2.08M	Sell	68,350 -44,545	-39%	-$1.17M	1.28%	25
2016 Q1	$2.79M	Buy	+112,895	New	+$2.42M	1.73%	24

Other funds holding HQY

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Anderson Hoagland & Co's HQY Position: Q2 2020 in Review

Anderson Hoagland & Co sold out of HealthEquity (HQY) in Q2 2020, closing a stake of 13,330 shares — an estimated $705K sold.

Anderson Hoagland & Co first reported a position in HQY in Q1 2016 and held it in 17 quarters. The position peaked at $2.79M in Q1 2016. 293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

Anderson Hoagland & Co reported no remaining HealthEquity position as of Q2 2020 after selling out during the quarter.
Anderson Hoagland & Co sold 13,330 HealthEquity shares in Q2 2020, an estimated $705K.
Anderson Hoagland & Co first reported a position in HealthEquity in Q1 2016 and held it in 17 quarters.
Anderson Hoagland & Co's HealthEquity position peaked at $2.79M in Q1 2016.
293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on Anderson Hoagland & Co's 13F filing for Q2 2020, filed 6 Jul 2020.