Capital World Investors
HQY icon

Capital World Investors’s HealthEquity HQY Stock Holding History

Capital World Investors’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
2017
Q2 		– Sell
-280,000
Closed -$11.9M – 504
2017
Q1 		$11.9M Buy
+280,000
New +$12.4M ﹤0.01% 453

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors's HQY Position: Q2 2017 in Review

Capital World Investors sold out of HealthEquity (HQY) in Q2 2017, closing a stake of 280,000 shares — an estimated $11.9M sold.

Capital World Investors first reported a position in HQY in Q1 2017 and held it in 1 quarter. The position peaked at $11.9M in Q1 2017. 233 funds tracked by Wall St. Rank hold HQY as of Q2 2017.

  • Capital World Investors reported no remaining HealthEquity position as of Q2 2017 after selling out during the quarter.
  • Capital World Investors sold 280,000 HealthEquity shares in Q2 2017, an estimated $11.9M.
  • Capital World Investors first reported a position in HealthEquity in Q1 2017 and held it in 1 quarter.
  • Capital World Investors's HealthEquity position peaked at $11.9M in Q1 2017.
  • 233 funds tracked by Wall St. Rank held HealthEquity as of Q2 2017.

Based on Capital World Investors's 13F filing for Q2 2017, filed 14 Aug 2017.