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Bowling Portfolio Management’s HealthEquity HQY Stock Holding History

Bowling Portfolio 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
2019
Q2 		– Sell
-6,942
Closed -$514K – 351
2019
Q1 		$514K Sell
6,942
-30
-0.4% -$2.11K 0.08% 290
2018
Q4 		$416K Buy
+6,972
New +$562K 0.07% 298

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bowling Portfolio Management's HQY Position: Q2 2019 in Review

Bowling Portfolio Management sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 6,942 shares — an estimated $514K sold.

Bowling Portfolio Management first reported a position in HQY in Q4 2018 and held it in 2 quarters. The position peaked at $514K in Q1 2019. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Bowling Portfolio Management reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,942 HealthEquity shares in Q2 2019, an estimated $514K.
  • Bowling Portfolio Management first reported a position in HealthEquity in Q4 2018 and held it in 2 quarters.
  • Bowling Portfolio Management's HealthEquity position peaked at $514K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Bowling Portfolio Management's 13F filing for Q2 2019, filed 25 Jul 2019.