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Aperio Group’s HealthEquity HQY Stock Holding History

Aperio Group’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
Q4 		$1.49M Buy
21,422
+2,773
+15% +$172K ﹤0.01% 1376
2020
Q3 		$958K Sell
18,649
-3,813
-17% -$209K ﹤0.01% 1460
2020
Q2 		$1.32M Sell
22,462
-720
-3% -$39.8K ﹤0.01% 1291
2020
Q1 		$1.17M Sell
23,182
-2,835
-11% -$188K 0.01% 1243
2019
Q4 		$1.93M Buy
26,017
+2,728
+12% +$170K 0.01% 1106
2019
Q3 		$1.33M Sell
23,289
-449
-2% -$29.8K 0.01% 1245
2019
Q2 		$1.55M Buy
23,738
+2,216
+10% +$154K 0.01% 1187
2019
Q1 		$1.59M Buy
21,522
+2,271
+12% +$160K 0.01% 1137
2018
Q4 		$1.15M Buy
19,251
+907
+5% +$73.1K 0.01% 1227
2018
Q3 		$1.73M Buy
18,344
+367
+2% +$31.6K 0.01% 1117
2018
Q2 		$1.35M Buy
17,977
+1,064
+6% +$76.4K 0.01% 1216
2018
Q1 		$1.02M Sell
16,913
-86
-0.5% -$4.66K 0.01% 1301
2017
Q4 		$793K Buy
16,999
+5,323
+46% +$264K ﹤0.01% 1443
2017
Q3 		$591K Sell
11,676
-1,097
-9% -$51.1K ﹤0.01% 1581
2017
Q2 		$636K Buy
12,773
+2,806
+28% +$131K ﹤0.01% 1508
2017
Q1 		$423K Buy
9,967
+1,783
+22% +$78.9K ﹤0.01% 1645
2016
Q4 		$331K Buy
8,184
+2,182
+36% +$84.3K ﹤0.01% 1745
2016
Q3 		$227K Buy
+6,002
New +$190K ﹤0.01% 1878

Other funds holding HQY

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Aperio Group's HQY Position: Q4 2020 in Review

Aperio Group increased its HealthEquity (HQY) stake by 15% in Q4 2020, buying an estimated $172K and bringing the position to 21,422 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Aperio Group first reported a position in HQY in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2019. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • Aperio Group held 21,422 shares of HealthEquity worth $1.49M as of Q4 2020.
  • Aperio Group bought 2,773 HealthEquity shares in Q4 2020, an estimated $172K.
  • HealthEquity made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1376 holding.
  • Aperio Group first reported a position in HealthEquity in Q3 2016 and has held it in 18 quarters since.
  • Aperio Group's HealthEquity position peaked at $1.93M in Q4 2019.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.