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Brinker Capital’s HealthEquity HQY Stock Holding History

Brinker Capital’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 		$296K Buy
+5,040
New +$279K 0.01% 824

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brinker Capital's HQY Position: Q2 2020 in Review

Brinker Capital opened a new position in HealthEquity (HQY) in Q2 2020: 5,040 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings.

293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

  • Brinker Capital held 5,040 shares of HealthEquity worth $296K as of Q2 2020.
  • HealthEquity was a new Brinker Capital position in Q2 2020.
  • HealthEquity made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #824 holding.
  • 293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.