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Cerebellum’s HealthEquity HQY Stock Holding History

Cerebellum’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 		$62K Buy
+1,205
New +$66.2K 0.29% 243
2019
Q4 		– Sell
-7,318
Closed -$418K – 472
2019
Q3 		$418K Buy
7,318
+2,283
+45% +$152K 0.27% 278
2019
Q2 		$329K Buy
+5,035
New +$350K 0.27% 286
2019
Q1 		– Sell
-1,601
Closed -$95K – 484
2018
Q4 		$95K Sell
1,601
-357
-18% -$28.8K 0.07% 381
2018
Q3 		$185K Buy
+1,958
New +$169K 0.3% 139

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerebellum's HQY Position: Q3 2020 in Review

Cerebellum opened a new position in HealthEquity (HQY) in Q3 2020: 1,205 shares worth $62K. The stake represents 0.29% of the portfolio and ranks #243 among its holdings. This is a return to the name: Cerebellum previously reported a position in HQY as recently as Q3 2019.

Cerebellum first reported a position in HQY in Q3 2018 and has held it in 5 quarters since. The position peaked at $418K in Q3 2019. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

  • Cerebellum held 1,205 shares of HealthEquity worth $62K as of Q3 2020.
  • HealthEquity was a new Cerebellum position in Q3 2020.
  • HealthEquity made up 0.29% of Cerebellum's portfolio in Q3 2020, its #243 holding.
  • Cerebellum first reported a position in HealthEquity in Q3 2018 and has held it in 5 quarters since.
  • Cerebellum's HealthEquity position peaked at $418K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.