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Badgley, Phelps & Bell’s HealthEquity HQY Stock Holding History

Badgley, Phelps & Bell’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
Q3 		– Sell
-81,267
Closed -$4.77M – 210
2020
Q2 		$4.77M Sell
81,267
-1,144
-1% -$63.3K 0.26% 97
2020
Q1 		$4.17M Buy
82,411
+2,424
+3% +$161K 0.27% 90
2019
Q4 		$5.92M Sell
79,987
-5,331
-6% -$333K 0.31% 96
2019
Q3 		$4.88M Buy
85,318
+2,924
+4% +$194K 0.28% 94
2019
Q2 		$5.39M Buy
82,394
+4,727
+6% +$329K 0.31% 96
2019
Q1 		$5.75M Buy
77,667
+30,129
+63% +$2.12M 0.35% 96
2018
Q4 		$2.84M Sell
47,538
-47,977
-50% -$3.87M 0.2% 104
2018
Q3 		$9.02M Buy
+95,515
New +$8.23M 0.55% 77

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Badgley, Phelps & Bell's HQY Position: Q3 2020 in Review

Badgley, Phelps & Bell sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 81,267 shares — an estimated $4.77M sold.

Badgley, Phelps & Bell first reported a position in HQY in Q3 2018 and held it in 8 quarters. The position peaked at $9.02M in Q3 2018. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

  • Badgley, Phelps & Bell reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 81,267 HealthEquity shares in Q3 2020, an estimated $4.77M.
  • Badgley, Phelps & Bell first reported a position in HealthEquity in Q3 2018 and held it in 8 quarters.
  • Badgley, Phelps & Bell's HealthEquity position peaked at $9.02M in Q3 2018.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Badgley, Phelps & Bell's 13F filing for Q3 2020, filed 2 Nov 2020.