BCM
HQY icon

Barometer Capital Management’s HealthEquity HQY Stock Holding History

Barometer Capital Management’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
2018
Q4 		– Sell
-86,500
Closed -$8.17M – 140
2018
Q3 		$8.17M Buy
+86,500
New +$7.45M 0.63% 50

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barometer Capital Management's HQY Position: Q4 2018 in Review

Barometer Capital Management sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 86,500 shares — an estimated $8.17M sold.

Barometer Capital Management first reported a position in HQY in Q3 2018 and held it in 1 quarter. The position peaked at $8.17M in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • Barometer Capital Management reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • Barometer Capital Management sold 86,500 HealthEquity shares in Q4 2018, an estimated $8.17M.
  • Barometer Capital Management first reported a position in HealthEquity in Q3 2018 and held it in 1 quarter.
  • Barometer Capital Management's HealthEquity position peaked at $8.17M in Q3 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Barometer Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.