CIP
HQY icon

Chartwell Investment Partners’s HealthEquity HQY Stock Holding History

Chartwell 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
2023
Q4 		– Sell
-16,478
Closed -$1.2M – 431
2023
Q3 		$1.2M Hold
16,478
– – 0.05% 332
2023
Q2 		$1.04M Buy
16,478
+801
+5% +$46.4K 0.04% 350
2023
Q1 		$920K Sell
15,677
-11,073
-41% -$672K 0.04% 349
2022
Q4 		$1.65M Buy
+26,750
New +$1.8M 0.07% 285
2020
Q1 		– Sell
-15,441
Closed -$1.14M – 409
2019
Q4 		$1.14M Sell
15,441
-15,145
-50% -$945K 0.04% 348
2019
Q3 		$1.75M Buy
+30,586
New +$2.03M 0.06% 326

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Chartwell Investment Partners's HQY Position: Q4 2023 in Review

Chartwell Investment Partners sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 16,478 shares — an estimated $1.2M sold.

Chartwell Investment Partners first reported a position in HQY in Q3 2019 and held it in 6 quarters. The position peaked at $1.75M in Q3 2019. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

  • Chartwell Investment Partners reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 16,478 HealthEquity shares in Q4 2023, an estimated $1.2M.
  • Chartwell Investment Partners first reported a position in HealthEquity in Q3 2019 and held it in 6 quarters.
  • Chartwell Investment Partners's HealthEquity position peaked at $1.75M in Q3 2019.
  • 352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Chartwell Investment Partners's 13F filing for Q4 2023, filed 15 Feb 2024.