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Champlain Investment Partners’s HealthEquity HQY Stock Holding History

Champlain Investment Partners’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
-90,500
Closed -$8.54M – 122
2018
Q3 		$8.54M Sell
90,500
-256,640
-74% -$22.1M 0.08% 111
2018
Q2 		$26.1M Sell
347,140
-69,240
-17% -$4.97M 0.25% 108
2018
Q1 		$25.2M Buy
+416,380
New +$22.5M 0.27% 107

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

Champlain Investment Partners's HQY Position: Q4 2018 in Review

Champlain Investment Partners sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 90,500 shares — an estimated $8.54M sold.

Champlain Investment Partners first reported a position in HQY in Q1 2018 and held it in 3 quarters. The position peaked at $26.1M in Q2 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • Champlain Investment Partners reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • Champlain Investment Partners sold 90,500 HealthEquity shares in Q4 2018, an estimated $8.54M.
  • Champlain Investment Partners first reported a position in HealthEquity in Q1 2018 and held it in 3 quarters.
  • Champlain Investment Partners's HealthEquity position peaked at $26.1M in Q2 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Champlain Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.